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7 Steps to a Successful Business Exit
$25.00Every business owner needs to begin their business planning with the end in mind. They need to visualize how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold. Some topics to be discussed:
- Structuring your business to attract buyers
- Selling your business to family members or key employees and still getting the cash you need
- Decreasing the amount of time and risk it takes to get your money from a sale to key employees or family members
- Selling to whom you want, when you want, and get the income you want
- The Seven Steps to a Successful Exit
(Purchase of this product will include an Audio recording and Video copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.
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Welcome to America – Can You Spare a Buck For the Government?
$25.00When assisting foreign nationals with investing in the U.S., one of the most important discussions will inevitably be the one about taxes. Whether a client or his/her business will be exposed to U.S. taxation and to what extent will depend on the residence of the client. The client might be subject to U.S. taxation on his/her worldwide income – or he/she may be subject to income tax only with respect to “U.S. source income” and income that is “effectively connected” with a U.S. trade or business. The session will highlight some of the areas of U.S. taxation to consider when planning for your inbound investor clients.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Max Riederer von Paar, Esq. & Steven Garmo, Esq.
