Video Interview: The Best Tax Mitigation Strategies for Business Owners

Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
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As a business owner, you’ve spent years building and ensuring your company’s success.  For most, it came at the cost of sacrificing time away from family, experiencing financial burdens to cover operations, and enduring the emotional toll it takes is dedication. Given what it took, it must hurt when you find out you have a 30-40% Capital Gains Tax to pay when you decide to sell.

Join Cheryl Centeno of Exit Planning Exchange (XPX) as she interviews Stephen K. Davis on the best tax mitigation strategies for business owners when selling their business. Mitigate your Income & Capital Gain tax even in New York State where taxes are significantly higher than in states like Florida.

About Steve:

Stephen K. Davis, President/CEO of Safe Harbor Asset Management, Inc.

An SEC-Registered Investment Advisory firm, Stephen’s career spans three decades in financial services. He specializes in tax mitigation strategies for business owners. He believes Income and Capital Gains taxes are a serious impediment to wealth accumulation. For 17 years he has been a sought-after speaker to Real Estate, Legal, and accounting professionals on the 1031 Exchange opportunity and has helped clients properly structure their exchange.

Learn More: https://investsafeharbor.com/

Disclosure:

  • The commentary in this interview is for informational purposes only and reflects the personal opinions, viewpoints, and analyses of the individual providing such comments, and should not be regarded as a description of our firm’s services or performance. This commentary is subject to change without notice.

Safe Harbor Asset Management, Inc. is An SEC-Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Safe Harbor Asset Management, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Safe Harbor Asset Management, Inc. unless a client service agreement is in place. Please remember that any discussion of past performance is not a guarantee of future returns or success. Further, all investing involves risk and possible loss of capital. Please contact us at your earliest convenience with any questions regarding the content of this commentary and whether it may be the right strategy for you.

Updated: August 12th, 2022

About The Author

Call Me When… You are in need of a tax mitigation specialist, particularly when you’re facing a large capital gains tax and need a solution.