• Optimizing Your Financial World - Episode 36 (Four Ways to Ease the Tax Bite When Selling Your Business)

  • Mar 15 2024
  • Length: 17 mins
  • Podcast
Optimizing Your Financial World - Episode 36 (Four Ways to Ease the Tax Bite When Selling Your Business) cover art

Optimizing Your Financial World - Episode 36 (Four Ways to Ease the Tax Bite When Selling Your Business)

Listen for free

View show details

  • Summary

  • Selling a business that you’ve worked to build for years or decades comes with an enormous number of considerations—not the least of which is easing the tax burden that accompanies a big sale.

    On the latest episode of Optimizing Your Financial World, we’re looking at four ways business owners who sell their companies might mitigate taxes. Let’s dive in!

    Chapters:

    0:00 - Introduction and overview on the topic of the day

    1:23 - Tax-related issues are top-of-mind concerns for business owners

    2:51 - Transferring your assets regularly over time

    4:35 - Selling your business through an installment sale approach

    5:51 - The risks associated with an installment sale approach

    7:58 - Opportunity Zones and how a business owner can leverage these when selling a business

    9:52 - Charitable remainder trusts can be a great solution

    11:47 - Addressing the income component with a charitable remainder trust

    13:33 - Which of these strategies makes the most sense for you?

    15:10 - How to get in touch with Mark and his team to discuss this futher

    16:05 - Closing remarks
    Show More Show Less
Show More Show Less

What listeners say about Optimizing Your Financial World - Episode 36 (Four Ways to Ease the Tax Bite When Selling Your Business)

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available