Many business owners leave significant wealth on the table when they sell. This session equips advisors with a practical overview of tax-efficient strategies to help business-owner clients preserve more of their sale proceeds.
Join Joe, Tiffany, and Dan for a dynamic discussion exploring Structured Installment Sales under IRC §453 and other strategies, including Deferred Sales Trusts, Charitable Trusts, Donor Advised Funds, ESOPs, Opportunity Zones, and Qualified Small Business Stock exclusions. Advisors will gain a practical understanding of how these strategies work, when they may fit a client’s circumstances, and how to clearly explain and introduce them to business owners.
The session will also highlight why tax planning should begin well before the LOI is signed and how advisors can initiate meaningful conversations with clients and effectively collaborate with their trusted advisory team to help incorporate tax-efficient strategies into the overall exit plan.
