Mailbag: Tax Strategies, Charitable Lead Trusts, and More

from Retire With Integrity Podcast with Brian Bowen

When you've made your small business both your livelihood and retirement plan, there's a lot to sort out when you're ready to sell it. Brian answers a question from the mailbag from someone ready to wash his hands of owning and running a storage facility. What can he do to avoid a big tax bill? Here are the questions Brian answers on today's show: Mailbag: Ready to sell a storage unit facility, but how can I limit my taxes? (0:20) Mailbag: What should I know about a charitable lead trust? (12:04) How do I teach the next generation? (19:04) Get Additional Information: https://financialplanningva.com/podcast/

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This episode is 25 minutes long.

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This episode was published on June 1, 2023.

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