The goal of this presentation is for participants to gain a broader understanding of the various tax planning opportunities that are available upon a transition of ownership. Topics for discussion will include an overview of current rates, selling assets vs. shares, using the capital gains exemption, income splitting strategies, and estate planning using life insurance. The second half of the presentation will specifically address a number of the most common hurdles which business succession transactions face. Topics for discussion within this segment will include determining the right time to sell, identifying and qualifying potential successors, negotiating the price and terms of the deal, and overcoming emotional barriers to the sale.
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