11th Hour Tax Planning For Signed Deals

Brent talks about what tax planning can happen AFTER the client has already signed the deal to sell a large asset.

He talks about the difference between income and estate tax planning. He then discusses terms of the deal, installment method, QSBS, charitable giving, and charitable lead annuity trusts. He closes it out with a discussion of how discounts may still be available on gifts, even after the ink is dry.

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

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