FINRA's BrokerCheck

Saving taxes in ownership transfers and investing proceeds wisely

Are you ready for what comes next?

Thirty-five percent of small-business owners plan to fund their retirement by selling their business. This makes having maximum proceeds from a sale or transfer of ownership important. Investing sales proceeds and planning the sustainability of your life style and family wealth can be a fun and rewarding exercise.

Join Rehmann for the last webinar in our succession planning series that will discuss:

  • Ways to optimize the after-tax proceeds from the sale of your business
  • How to maximize wealth transfer to the next generation
  • Why you should have an estate plan in place prior to the sale of your business
  • What obstacles and opportunities you may face after the sale of your business

  

 

 

Learn more about our presenters

Mary Van Skiver, CPA, MBA, PHR, CEPA | Senior Manager
Cathy Shoemaker, CPA, MBA, MST | Principal
Jason Baum, CFP, CHFC, MBA | Financial Advisor

Meet The Rehmann Team

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