PPA Hosting April 6 Webinar: How Business Owners Can Prepare For A Low Tax Retirement
On April 6 at 9:00 a.m. PPA will host a webinar on Everyone Exits: How to Prepare for a Successful Exit & High Cash Flow – Low Tax Retirement.
There are few certainties in life, but one thing that is certain for all business owners, especially those in the oil, gas, and related industries, is this: every one of them will exit their business at some point, either through a sale to an insider, sale to an outsider, or through health events out of your control.
In this workshop, Bob Kievit & Zach Fuld of Certified Financial Services, LLC, plan to discuss tactics to increase the value of these businesses, identify pitfalls of common planning tactics and demonstrate double, sometimes triple, tax problems these can create.
Then we plan to discuss strategies designed to increase the value and probability of a successful exit, as well as show examples of sale proceeds distribution strategies that both increase cash flow and decrease tax in retirement.
Additional monthly webinars will be posted in the near future.