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Program Meeting: September 13, 2017: Capital Gains Strategies that will SAVE your deals!
Double Tree Hotel
5400 Computer Drive
Westborough, MA 01581

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Wednesday, September 13, 2017, 4:00 PM - 8:00 PM EDT
Category: NEBBA Meetings

Please join us for our September program meeting. 

Capital gains taxes can kill deals, such as:

  • The prospective seller who decides not to list because the taxes would reduce the net proceeds to a level lower than needed/wanted
  • The seller who declines a competitive offer because of the tax bite

The ability to identify tax and liquidity strategies that may allow sellers to minimize their immediate tax obligations can POSITIVELY impact an outcome under certain situations. While 1031 Exchanges have become popular for real estate transactions, similar approaches regarding business sales have been not been commonly deployed. Join us at our next meeting to listen to our panelists speak on approaches to minimizing these tax challenges:

Deferred Sales Trusts

Michael Burwick, Tax & Securities Attorney


Installment Sales with Monetized Loans



If you become familiar with these tax deferral strategies, you’ll be able to take that listing or reach acceptance on an offer that comes in. We invite you to hear our experts explain methods that the IRS will allow, which will permit the deferral of capital gains taxes on the sale of a business.


4:00-5:00 - Board Meeting (open to all members) 

5:00-5:30 - Networking & Cocktails

5:30-6:15 - Dinner 

6:15-6:30 - Committee Updates and Introductions 

6:30-7:45 - Program


NEBBA Members $38.00… If registered on or before September 3rd. 

Non-members and ALL Registrations received after September 3rd $48.00

You may pay via credit card or choose to pay at the door with check, cash or credit card.


Contact: Linda Vogler, NEBBA Administrator - [email protected]