Tax and Estate Considerations when buying or selling a business

Welcome to Tax Planning for Business Owners 101!

Through an interactive discussion, we will explore some of the issues around tax and estate planning when you are buying or selling a business that are not commonly discussed or planned for. We will discuss the issues and the solutions so that as a buyer or seller of a business, you can walk away with some practical knowledge that will enhance your planning around the sale or purchase.

Some questions to consider that we will explore in the session:

What happens when a Vendor takeback occurs and the Vendor passes away prior to the obligations of the sale are met?

What happens when a Vendor takeback occurs and the Purchaser passes away prior to the obligations of the sale are met?

When you sell the assets of the company instead of the shares, where do the funds end up and what kind of planning is tax efficient moving forward?

When you sell the shares of the company that are owned by a Holding company, what tax issues might you be facing moving forward?

Don't miss out on this valuable opportunity to learn how to make the most of your business finances!

Date: Thu Nov 14 2024

Time: 11:15 AM

Location: ATB Entrepreneur Centre

Come network with fellow business owners and gain valuable insights that can help take your business to the next level. See you there!

Host or Publisher BNI Park Power Connections