About This Course:
It is estimated that over 75 percent of the 12 million businesses owned by Baby Boomers will be sold within the next decade. In many transactions, the best that a seller can expect is to keep 65% of the sale proceeds after paying taxes.
Advisors need to be able to help these owners take advantage of strategies that can reduce transaction taxes and maximize the net proceeds from the sale of the business.
This presentation will examine three tax minimization strategies that can greatly reduce, and in one case eliminate, the tax on the sale of a business. The live webinar will take a deep dive into qualified small business stock, the use of charitable trusts and how to utilize an F reorganization to minimize taxes.
What You'll Learn:Understanding Qualified Small Business Stock (QSBS) and Its Tax Advantages- What Is QSBS
- Eligibility Requirements
- Tax Benefits of QSBS
Using Charitable to Trusts to Minimize Taxes- Introduction - Definition
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Tax Benefits
Using an F Reorganization When Selling an S Corporation- Introduction to F Reorganizations
- Legal Framework and Structural Overview
- Benefits to the Buyer and Seller