Minimizing Taxes at Sale with a Section 664 Business Owners Trust Ft. Roger D. Silk, PhD

ExitReadiness®️ PODCAST

We want to help you build your business value, but also protect the value of your business, and one way to do that is through careful tax planning…
Tax planning as you’re growing and building the business, but also planning that will minimize taxes when you eventually sell or transfer your business.
Too often at sale an owner is sadly surprised with how much of their sale proceeds will go to both federal and state income taxes.
And so that’s today’s topic: Minimizing Taxes at Sale with a Section 664 Business Owners Trust Our expert guest today is Roger Silk, Phd, who is the Founder and CEO of Sterling Foundation Management
Want to learn more? Go to: ennislp.com
Want to learn more? Go to: ennislp.com
Connect with Joe: https://www.linkedin.com/in/josephdurnford/
Check out JD Merit: https://jdmerit.com/
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“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis
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About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.
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