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Program Meeting: Tax Strategy Solutions for Business Sellers
via Zoom
Wednesday, May 12, 2021, 11:00 AM - 12:15 PM EDT
Category: NEBBA Meetings

Tax Strategy Solutions for Business Sellers  (and how Brokers can help overcome seller hesitancy due to capital gains tax concerns)

The team from Asset Strategy Advisors will empower NEBBA members with basic information on capital gains mitigation strategies for their seller clients, such as investment in qualified opportunity zones (O-Zones), qualified opportunity funds, Delaware Statutory Trusts under IRC. Sec. 1031, installment sales under IRC Sec. 453, charitable donations, charitable remainder trusts, donor advised funds, family foundations, IRC Sec. 1202 – the “small business stocks gains exclusion,” and qualified improvement property. This presentation will give NEBBA members a basic overview of these strategies to get the conversation started with their seller clients on how to reduce business sale related taxes. 

Register in advance for this meeting:

After registering, you will receive a confirmation email containing information about joining the meeting.


Contact: Linda Vogler, Administrator, [email protected]