09/11/2023 Retire with More – Tax-Advantaged Business Sales – Tiffany House – Rebroadcast

“Retire with More – Tax-Advantaged Business Sales”
by Tiffany House, CAP®, CEPA, FCEP
Webinar – Monday, September 11, 2023, 1–2 PM EDT

We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy. Many business owners are shocked when they realize that 20%-40% of their hard-earned proceeds will go to Uncle Sam. This provides the perfect opportunity to utilize tax advantaged tools that provides business owners with more for retirement.

In this presentation, we will explore tax-advantaged planning tools and discuss when they can apply for certain types of businesses and [read more …]