<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=938154&amp;fmt=gif">
(888) 574-4782 info@SVAaccountants.com

Exit Planning Part III: Minimize Tax Implications with Estate and Tax Planning

Exit planning is not a short-term strategy. It is a long-term view of the future of your business and how you will transition to retirement or another professional endeavor. When business owners are asked if they have a formal exit strategy, the most common response is, “No, I haven’t had time to think about that yet.” Now is the time. The sooner, the better.

Exit plans consider the imminent horizon and look out to the future. It doesn’t matter if you plan to transfer ownership to family or employees or sell to a third party. You want to make sure you get an equitable payout for your share.

  • The role estate planning plays in your exit plan
  • Tax implications of the sale or family transfer
  • What to look for in an advisory team
CLICK TO REGISTER FOR EVENT

December 8, 2021

12:00pm - 1:00pm

Online

Free

Presented by:

Richard Kollauf, CPA, CFP, AEP, JD

Richard Kollauf, CPA, CFP, AEP, JD
Principal
SVA Certified Public Accountants

Dan Glomski, CPA, ABV, CVA, MST

Dan Glomski, CPA, ABV, CVA, MST
Principal
SVA Certified Public Accountants

View All Events

WriteReview

Write a Review It Only Takes a Minute!

Select Location

Madison Brookfield

Awards and Affiliations

Forbes Names SVA as 2021 America's Best Accounting Firms
sva-certified-public-accountant-affiliation-accountingtoday-top100-firms-2021
sva-certified-public-accountant-affiliation-inside-public-accounting-top-100-firms-2021
milwaukee-business-journal-largest-milwaukee-area-accounting-firms-2022-logo2
sva-certified-public-accountant-affiliation-wicpa
sva-certified-public-accountant-affiliation-great-place-to-work-2021
sva-certified-public-accountant-affiliation-m-power-business-champion-program
sva-in-business-executive-choice-award
sva-certified-public-accountant-affiliation-aicpa
sva-certified-public-accountant-affiliation-aicap-ebpaqc-member

Services

 

Industries

 

About

Locations

Madison, WI
1221 John Q Hammons Dr, Suite 100
Madison, WI 53717
(608) 831-8181

Milwaukee, WI
18650 W. Corporate Drive, Suite 200
Brookfield, WI 53045
(262) 641-6888

Colorado Springs, CO
PO BOX 62786
Colorado Springs, CO 80962
(719) 413-5551

SVA BBB Business Review Man Standing

Contact

(888) 574-4782
info@SVAaccountants.com
BizTips

Are you in the know on the latest business trends, tips, strategies, and tax implications? SVA’s Biz Tips are quick reads on timely information sent to you as soon as they are published.

Connect With Us

Copyright © 2022 SVA Certified Public Accountants | Privacy Policy | Cookie Policy | CCPA

sva logo CORPORATE SITE