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EPI Palm Beach Chapter Event | October 19, 2023 CEPA Programs 2026 (General) Tax Strategies To Consider After

SKU 28929046165
4.8
Description

Tax Strategies To Consider After The Sale of a Business:  Uses of new-found liquidity for Gifting

In this case study workshop

keeping those assets protected from creditors and outside of your taxable estate

Location: 400 S Moorland Rd

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EPI Palm Beach Chapter Event | October 19, 2023 CEPA Programs 2026 (General) Tax Strategies To Consider AfterThere is a 100% chance an owner will exit their business. The question is whether or not the exit was planned, the individual was ready and the business was ready. Only 20% of businesses meet these criteria. Many of the remainder will fail to exit or at a minimum maximize the company value from the exit.

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