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Business Succession Planning

If you own a business, you need to determine what will happen to your business after you retire or die, which can include insurance, tax and financial planning. It’s important to start planning in advance to help smooth the transition.

Maximizing Wealth A Strategic Approach to Minimize Capital Gains Taxes on Investment Sales Using Tax Loss Harvesting

Maximizing Wealth: A Strategic Approach to Minimize Capital Gains Taxes on Business Sales

It’s important to note that when tax-loss harvesting, the replacement investments have a lower basis and, if sold, will recognize the gain deferred from the sale when first harvesting the loss. That said, a good strategy may be to hold these positions in one’s portfolio for as long as possible and consider it a core holding, held long-term.

Maximizing Wealth A Strategic Approach to Minimize Capital Gains Taxes on Investment Sales Using Tax Loss Harvesting

The Latest

5 Financial Planning Options for Business Entrepreneurs and the Self-Employed

5 Financial Planning Options for Entrepreneurs and the Self-Employed

5 Options for Business Succession

Succession Planning in the "New Normal": Strategies for Small Business Owners Looking to Retire During the Pandemic

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How Making Partner Can Impact Your Finances

Business Succession Planning

Focus on the Future Success of your Business When Succession Planning

Find a CFP® Professional

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