Jun 1, 2023
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/