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?
What if you could reduce one of your biggest expenses? For some, taxes are a major expense, so it’s vital that you are strategic about your taxes, both now and in the future. If your tax rate is in the high 20s and 30s, that bill could amount to a high portion of your total costs. In this episode, Brian talks through several strategies people consider when it comes to minimizing taxes and whether you should incorporate them into your financial plan.
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Integrity Financial Planning, Inc. is an independent Registered Investment Advisor based in Roanoke, Virginia. Our independence ensures a fiduciary duty to work in our clients’ best interests. As objective advisors, we select from a wide range of products and services that are appropriate for each client’s situation. The information in this website is not investment or securities advice and does not constitute an offer. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investment advisory services offered by Integrity Financial Planning, Inc., a Registered Investment Advisory firm. This information is designed to provide general information on the subjects covered. The information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances. Financial professionals are not licensed in all 50 states. To find out if Brian Bowen is licensed in your state, please call 540-266-3100. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Insurance and annuities offered through Integrity Financial Planning, Inc., VA Insurance License #131017. The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.