Breakfast Meeting: Tax Considerations in Business Transition Planning
Tax Considerations in Business Transition Planning
Presenters Thomas Dougherty, JD and Greg Carlson, CFP®, MBT, CDFA™, RICP®, CPA/PFS
Taxes can significantly affect the sale of a business. What are strategies that the Business Owner can use with their Professionals to reduce the taxes paid on the sale of their business. Please join us as Thomas Dougherty and Greg Carlson discuss tax considerations in business transition planning and resulting sale/transfer transactions.
- What Type of Entity Do You Use to Conduct Your Business and the effect on taxes
- Stock Sale vs Asset Sale, Ordinary Income & Recapture, Installment Sales, Covenant Not to Compete & Goodwill
- What Charitable Strategies can be used to reduce taxes.
- Learn new strategies to eliminate or reduce taxes at a sale
Registration, Networking, and Breakfast: 7:30 am
Presentation Begins: 8:00 am
Program Ends: 9:00 am