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Mailbag: Tax Strategies, Charitable Lead Trusts, and More

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Manage episode 364899422 series 2098740
Content provided by Brian Bowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Bowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

When you’ve made your small business both your livelihood and retirement plan, there’s a lot to sort out when you’re ready to sell it. Brian answers a question from the mailbag from someone ready to wash his hands of owning and running a storage facility. What can he do to avoid a big tax bill?

Here are the questions Brian answers on today’s show:

  • Mailbag: Ready to sell a storage unit facility, but how can I limit my taxes? (0:20)
  • Mailbag: What should I know about a charitable lead trust? (12:04)
  • How do I teach the next generation? (19:04)

Get Additional Information: https://financialplanningva.com/podcast/

  continue reading

105 episodes

Artwork
iconShare
 
Manage episode 364899422 series 2098740
Content provided by Brian Bowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Bowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

When you’ve made your small business both your livelihood and retirement plan, there’s a lot to sort out when you’re ready to sell it. Brian answers a question from the mailbag from someone ready to wash his hands of owning and running a storage facility. What can he do to avoid a big tax bill?

Here are the questions Brian answers on today’s show:

  • Mailbag: Ready to sell a storage unit facility, but how can I limit my taxes? (0:20)
  • Mailbag: What should I know about a charitable lead trust? (12:04)
  • How do I teach the next generation? (19:04)

Get Additional Information: https://financialplanningva.com/podcast/

  continue reading

105 episodes

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