SK Wealth’s Solutions & Knowledge podcast
Business:Investing
As a successful business owner, how and when to transfer your business to your kids is a significant, complex decision. This week, the guys talk about how to transition ownership to your family. Whether selling or gifting your company, Mac and Jason look closely at pros and cons of each approach through the lens of family dynamics and your retirement goals. They’ll guide you through the preservation of your legacy and the steps to achieving a seamless transfer of business ownership. Tune in for expert insights and practical guidance for successful entrepreneurs like you as you move on to the next phase of your life’s adventure. Tap that subscribe button because there’s no telling what we have in store for you in May!
Resources mentioned in this episode: Phantom Stock Plans Explained
SK Wealth - Episode 6 - Tax Cuts and Jobs Act Impact on Small and Medium-Sized Businesses
SK Wealth - Episode 5 - How Tax Cuts and Jobs Act Impact Individual Tax Payers
SK Wealth - Episode 4 - Charitable Gift Planning
SK Wealth - Episode 3 - Environmental, Social and Governance Investing
SK Wealth - Episode 2 - Advancing Women in Leadership and Women and Wealth Initiatives
SK Wealth - Episode 1 - Behavioral Finance and Effects on Individual Investing Behavior
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