Formerly known as Planned Giving Round Table of Arizona
"Tax-Advantaged Business Sales"
Tiffany House, CAP®, CEPA, FCEP
Tax, Estate, and Charitable Strategist
We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy. Many business owners are shocked when they realize that 20%-40% of their hard-earned proceeds from the sale of their business will go to Uncle Sam. This provides the perfect opportunity for the most philanthropic class, entrepreneurs, to give back to their community and save on taxes. We will explore tax-advantaged planning tools and discuss when they can apply to certain types of businesses and owners’ circumstances. We will go over real-life case studies of business sales with details on the process of determining the best outcomes for the business owner
Huge Thank You to this Months Sponsor!
Arizona Charitbale Gift Planners