Selling your Business: Capital Gain Deferral | Dana Whiting Law скачать в хорошем качестве

Selling your Business: Capital Gain Deferral | Dana Whiting Law

Learn more about our national estate planning services at Dana Whiting Law: https://danawhitinglaw.com/ Request a Free estate planning consultation: https://danawhitinglaw.com/contact/ Selling a business often results in a massive immediate tax bill, but smart estate planning can help you keep more of your hard-earned money. In this video, Matt Dana and Trevor Whiting discuss powerful capital gain deferral strategies, specifically focusing on installment sales to Non-Grantor Trusts versus Grantor Trusts. If you are planning to sell your business in the next 2-3 years, utilizing a "sale before the sale" technique can spread your tax liability over decades rather than paying it all upfront. You’ll learn how Section 453 installment notes work, the critical differences between estate tax freezes and income tax deferral, and why the "two-year rule" is essential when selling to a related party like a Spousal Lifetime Access Trust (SLAT). Whether you hold private business interests or publicly traded stock in an LLC, this video explains how to structure your exit to maximize wealth preservation and minimize tax exposure before the deal closes. -------- ABOUT DANA WHITING LAW We have many years of estate planning experience. Many Estate Planning Law Firms in Arizona will sell you an inexpensive set of documents to serve as your Estate Plan. Our law firm is different. Our guarantee is simple, we want to make sure that your estate plan is YOUR ESTATE PLAN. Many Estate Planning Law Firms in Arizona will sell you an inexpensive trust template to serve as your Estate Plan. That type of firm is commonly referred to as a “Trust Mill”. Our law firm is different. We will take the time to educate you and help you understand the many options available in Estate Planning. We want to design an Estate Plan tailored specifically for you and your family circumstances. This channel is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read or view on this site. Using this site or communicating with Dana Whiting Law through this site does not form an attorney/client relationship. -------- Chapters: 0:00 - Installment Sales: Grantor Trust vs. Non-Grantor Trust 01:46 - How Non-Grantor Trusts Spread Out Capital Gains 02:56 - The "Sale Before the Sale" Strategy (Section 453) 03:54 - The Two-Year Rule for Related Party Sales 05:39 - Case Study: Using a SLAT & Step-Up in Basis at Death 07:28 - Strategy for Selling Publicly Traded Stock on Installment 09:37 - Why You Must Plan 2-3 Years Before Selling -------- FIND US ON SOCIAL MEDIA Instagram - https://www.instagram.com/DanaWhiting... Facebook - https://www.facebook.com/DanaWhitingL...