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Financial markets have made a steady climb since the mortgage meltdown of 2009. This has caused prices of stocks, real estate, and businesses to reach all-time highs. These higher valuations have created opportunities to sell. However, selling highly appreciated capital assets create a taxable event and many trusted advisors aren't trained to help with a tax-efficient exit. The Tax Cuts & Jobs Act of 2018 has created some new opportunities in the code to help mitigate the tax impact. By combining new code with some established planning strategies, we can help sellers maximize their net proceeds from the sale. This presentation from Matt Chancey, CFA, will provide examples of new and old codes that work well together, case studies, and visual examples of assets that meet the guidelines.
Matt Chancey
Duration: 33:28