XPX Philadelphia: Tax-Managed Business Exit

While much effort is made in the accounting ahead of and throughout a successful business exit, most M&A advisors feel insufficiently prepared to safeguard their clients from the major tax consequences that follow the sale of a highly appreciated asset, such as a business. This contributes significantly both to the cold feet of clients to complete the sale, as well as their post-sale feelings of regret. Fortunately, the use of Deferred Sales Trusts – as an implementation of a §453 installment sale – can give clients peace of mind by deferring those taxes.

Our Speaker:

Sean Wieland
CEPA
Tannhauser Financial

Sean Wieland is a Certified Exit Planning Advisor and founding principal of Tannhauser Financial, an independent Registered Investment Advisory specializing in advanced tax strategies and portfolios addressing convexity and tail risk for multi-generational wealth.

AGENDA:

7:45 - 8:00 am Doors Open
8:00 - 9:00 am Program
9:00 – 9:30 am Networking

Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for headcount and building security purposes. Join our membership today and enjoy the benefits!

Other XPX Chapter Members: $55.00
Other XPX Chapter Members Same Day/Walk-In Fee: $65.00

Non-Members: $75.00
Non-Members Same Day/Walk-In Fee: $85.00

Registration includes light breakfast & coffee.

First Time Guest:  Complimentary pass to a first XPX event.  XPX Philadelphia member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes.