TAX2510. Pre-Liquidity Tax Planning for the Sale of a Business

When it comes to preparing for a significant business liquidity event, the key is to plan early and often. How do you successfully navigate the transition from entrepreneur to investor while balancing succession and wealth transfer planning? This presentation offers insights and strategies to help business owners and executives address multigenerational trust planning, valuation discounts, qualified small business stock (QSBS), and charitable planning.

Learning Objectives:

• Learn how implementing trust and estate planning strategies in advance of a business sale can reduce gift, estate, and generation-skipping transfer taxes.
• Identify planning opportunities prior to a liquidity event to maximize the available Section 1202 qualified small business stock (QSBS) exclusion.
• Understand the potential benefits and limitations of various charitable planning strategies before a closing transaction is a virtual certainty.