Published on Nov. 18 2021
Kates-Boylston Publications Presents – How-To Webinar Series 2021 “How to Navigate the Tax Landscape When Selling your Business and in Retirement”
How to Navigate the Tax Landscape When Selling your Business and in Retirement
Webinar Date: Tue, Dec 7, 2021 1:00 PM – 2:30 PM EST
Funeral home owners often sell their business without realizing how much money from the sale will go to taxes and how much they may have saved in taxes with proper planning. With an uncertain tax environment in the years to come, having a plan in place is crucial.
Join Tim Hermann, vice president and senior wealth advisor at Roosevelt Investments, as he shares insight into different tax savings and retirement planning strategies owners may want to consider as they look to sell their business and transition into retirement.