Building a Legacy That Lasts BLOG

Your business is more than numbers on a balance sheet. It’s years of hard work, sacrifice, and the foundation of your family’s future.

If you’re planning to transition out of your business in the next decade through a sale, Third party buyer, employee buyout, Employee Share Trust or family succession, how you exit matters. The right strategy ensures your legacy continues, protects your wealth, and secures your loved ones.

Explore practical insights, proven strategies, and meaningful ways to make your next chapter as impactful as the one you built. Because true success isn’t just what you leave behind, it’s who you leave it for.

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Tax Minimization, Capital Gains Tax Chris Coulter Tax Minimization, Capital Gains Tax Chris Coulter

Why Should the AMT be on Every Business Owner’s Radar?

The Alternative Minimum Tax (AMT) is undergoing changes that could impact business owners selling their businesses or capital assets in 2024 and beyond. These changes include increasing the capital gains inclusion rate to 100%, potentially resulting in higher taxes for business owners. Understanding the implications of the AMT changes is crucial for business owners, as it may affect their tax liability and the planning of business sales. Consulting a tax advisor is recommended to navigate the complexities and develop a strategic plan tailored to individual circumstances. Stay informed to make informed decisions.

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