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Mailbag: Tax Strategies, Charitable Lead Trusts, and More

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Manage episode 364899422 series 2098740
Indhold leveret af Brian Bowen. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Brian Bowen eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

When you’ve made your small business both your livelihood and retirement plan, there’s a lot to sort out when you’re ready to sell it. Brian answers a question from the mailbag from someone ready to wash his hands of owning and running a storage facility. What can he do to avoid a big tax bill?

Here are the questions Brian answers on today’s show:

  • Mailbag: Ready to sell a storage unit facility, but how can I limit my taxes? (0:20)
  • Mailbag: What should I know about a charitable lead trust? (12:04)
  • How do I teach the next generation? (19:04)

Get Additional Information: https://financialplanningva.com/podcast/

  continue reading

105 episoder

Artwork
iconDel
 
Manage episode 364899422 series 2098740
Indhold leveret af Brian Bowen. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Brian Bowen eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

When you’ve made your small business both your livelihood and retirement plan, there’s a lot to sort out when you’re ready to sell it. Brian answers a question from the mailbag from someone ready to wash his hands of owning and running a storage facility. What can he do to avoid a big tax bill?

Here are the questions Brian answers on today’s show:

  • Mailbag: Ready to sell a storage unit facility, but how can I limit my taxes? (0:20)
  • Mailbag: What should I know about a charitable lead trust? (12:04)
  • How do I teach the next generation? (19:04)

Get Additional Information: https://financialplanningva.com/podcast/

  continue reading

105 episoder

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