XPX Triangle: ROADMAP TO EXIT: Tax and other Financial Considerations (Virtual)

At the point of sale, a business owner is handed a check valuing his or her life’s work. What should be a joyous and fulfilling event, however, can be clouded by an astronomical tax bill. Join us to learn more about the various tax implications of selling or transferring highly appreciated assets, along with strategies to mitigate or defer the tax bill. Topics to include:

• Types (and treatment) of potential taxes (capital gains, estate, gift and ordinary income tax)
• Opportunity Zones
• Deferred Sales Trust
• Leveraged Charitable Gifting

Panelists:

Joe Grabar
Founder and Managing Principal
Fortress Financial Partners

With nearly 30 years of experience in comprehensive wealth planning, Joe provides boutique investment, tax, risk-mitigation and estate planning solutions for business owners and high net-worth families and individuals. Joe recognizes the importance of professional development in delivering the most innovative planning and investment strategies for his clients. He holds a Business degree from Virginia Tech and his Masters of Science in Financial Services from the Irwin Graduate School of the American College. He holds FINRA Series 6, 63, 7, 66, 4, 53, and 24 securities registrations, Life/Health/LTC licenses, and myriad industry designations (AAMS,® CLU,® CFP,® ChFC,® AEP,® CMT®).

Kent LeFevre
Deferred Tax Strategy Trustee, Real Estate Executive, Broker, Entrepreneur

A corporate finance professional turned real estate entrepreneur, Kent has over 30 years of experience in financial and real estate investment, construction management, and property flipping. He is currently the Managing Partner of several multi-million-dollar rental portfolios.

In 2018, Kent became a client of the Deferred Tax Strategy, a flexible strategy to defer capital gains taxes on the sale of significant estate positions. In 2019, Kent founded Guardian DST Services and became a Trustee. He educates and assists clients selling businesses, investment properties, and other highly appreciated assets, leveraging the Deferred Tax Strategy to defer taxes and accumulate wealth.

Cayden McLaughlin
Tampa Tax Consulting, LLC

As a Certified Financial Planner and IRS Enrolled Agent, Cayden offers clients a multifaceted approach to tax preparation, investment strategy, business formation, and outsourced accounting services. His keen understanding of the investment, real estate, and small business sectors enables him to bring a unique, tax-focused perspective to portfolio optimization and business planning to maximize after-tax income.

Cayden holds a Bachelor of Science in Business from Florida State University and is a graduate of the University of South Florida Muma College of Business.

Amanda Campbell
Director of Client Services
Fortress Financial Partners

Amanda is a graduate of the Kenan-Flagler Business School at the University of North Carolina-Chapel Hill. She obtained her Certified Financial Planner® certification in 2012 and holds FINRA Series 6, 7, 63, and 65 registrations. With 15 years of experience in the financial services industry, and a focus on holistic comprehensive planning, Amanda enjoys aligning technical investment and tax strategy with the human element to deliver a top-notch client experience and outcome.

Registration Fees:

This event is open to the public and is free to Members and Non-members.

Connection details sent prior to the event.