Breakfast Meeting: Tax Considerations in Business Transition Planning

Date: Tuesday, January 22, 2019
Time: 7:30am - 9:00am
Location: Midland Hills Country Club
Speaker: Thomas Dougherty and Greg Carlson

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.

Learning Objectives:

  1. What Type of Entity Do You Use to Conduct Your Business and the effect on taxes
  2. Stock Sale vs Asset Sale, Ordinary Income & Recapture, Installment Sales, Covenant Not to Compete & Goodwill
  3. What Charitable Strategies can be used to reduce taxes.
  4. 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

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