A large tax bill does not make every proposed tax investment a good investment.

A large tax bill does not make every proposed tax investment a good investment.

Keep your tax advisor involved after closing. The sale, later payments, and purchase price adjustments all need to be tracked in the year they occur and considered together.

How much time remains in the year matters. So does what you actually received, who received it, and the income the sale produced.

Join me October 22 for my webinar with Family Business Magazine, Tax Planning Before, During & After the Sale of a Family Business.

Visit Family Business Magazine’s webinar page
https://lnkd.in/e-UpXnUa

The Secret Art of Planning