Opportunities for Business Owners Contemplating a Sale: Part Two

Selling your business creates unique opportunities that can be incorporated into your long-term financial plan. Learn what you can do when selling your business to minimize the tax cost of doing so, while planning for the long term.

Learning Outcomes:

• How a 1031 Like-Kind Exchange can defer taxes and provide you with a diversified stream of income
• How setting up a Donor Advised Fund can reduce your taxable income in the year your income is at its highest
• How to use a Solo 401k to maximize retirement savings and minimize taxes when you have consulting income

Speakers

• Peter W. Tomasch, CFP, Financial Advisor | Cherry Bekaert Wealth Management LLP
• Tessie Yuste, CFP®, CIMA®, CDFA®, AIF®,CTFA, Senior Financial Advisor | Cherry Bekaert Wealth Management LLP

Register for Other Webinars in this Series:

“Real-Time Scenario:” Financial Planning for Executives Nearing Retirement
March 12 | 10:00 a.m. ET