Helping employers cut payroll tax drag + improve employee care through Wellness Pro | Advanced tax planning for owners, entrepreneurs, investors & high earners
Sold a business this year? The first step isn't assuming there's a post-closing fix. It's assessing what's still possible, then working with a specialized tax law firm on ways to potentially and legally reduce or defer tax. Educational only. Consult your advisers.
@JCBizBroker Tax planning belongs in the exit conversation, but it doesn't end at closing. Owners may still have meaningful options after the sale. When do you usually introduce the tax discussion, and how do you keep it going once the deal is done?
@brandonalletto In the broker conversations I'm having, the lightbulb moment is when they stop seeing this as another benefit to sell and start seeing it as a way to strengthen the book they already built. What question gets employers there fastest?