Exit Strategies to Minimize Taxes

Business Succession Planning Most small business owners spend time planning how to grow their business, but avoid making a contingency plan. Creating an exit plan NOW can guide future business decisions and minimize the amount of taxes paid when exiting the business. Join us for an informative discussion on: • Business Succession - Exiting my business: Selling, Passing it down, and Transfer ownership to an employee. Also Tax, Business, and Liquidity Considerations. • Estate Planning - Passing on my assets to others: Trusts, Minimizing taxes, and Avoiding cost and delay of probate. • Retirement Planning - Achieving financial independence: Plan options and Investing 101.