Minimizing Taxes When Selling Your Wealth Management Practice

This book is written to help navigate the sale of a business, with an emphasis on taxation. Selling a business is usually the largest financial transaction in a business owner's life. The same goes for those purchasing a business. Understanding the details of how a sale works, and the tax implications of various options can only benefit parties involved in a transaction. This book examines the process of a transaction, how to think through valuation, and the various tax implications and strategies related to a successful deal.

Minimizing Taxes When Selling Your Insurance Business

This book is written to help navigate the sale of a business, with an emphasis on taxation. Selling a business is usually the largest financial transaction in a business owner's life. The same goes for those purchasing a business. Understanding the details of how a sale works, and the tax implications of various options can only benefit parties involved in a transaction. This book examines the process of a transaction, how to think through valuation, and the various tax implications and strategies related to a successful deal.