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Don Hannahs and Chris Dionot: Succession/Exit Part 2: Maintaining Income & Control While Engaging in a Gifting Strategy

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$198.00

Product Description

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Hard Copy - DVD Video
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Hard Copy - Executive Summary Written Report

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Streaming Video
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Executive Summary PDF

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Workshop Info:
Air Date: Thursday November 30 at 1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
Featuring: Don Hannahs, CFP® & Chris Dionot, J.D. (Licensed not practicing) of Planning Solutions Group, LLC
Program Length: 60 Minutes
SKU: DLK5

Pros and Cons of Gifting to the Next Generation While You Live or After Your Passing

Gifting can be a successful strategy for succession and/or exit for aging auto dealers. You have two basic strategies… Gifting during your lifetime… or Gifting at death (aka / Bequeathing)

Learn the specifics and details in this workshop… especially how to maintain control over the business and your income while engaged in gifting to the next generation.

Explore the details:

How to maintain “Control and Income” if engaged in a gifting program
Taxes – Current and Proposed… Cap Gains, Estate, Gift, Generation Skipping Tax (GST)
Estate Planning Techniques that address the very different needs of active and inactive family members
Why most auto dealers need 3 Trusts… and how they work
How to plan for your own financial security and importance of an accurate business valuation

Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors.

Don Hannahs and Chris Dionot: Succession/Exit Part 2:  Maintaining Income & Control While Engaging in a Gifting Strategy

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$198.00