Mailbag: Tax Strategies, Charitable Lead Trusts, and More

Published: June 1, 2023, 9:07 a.m.

When you\u2019ve made your small business both your livelihood and retirement plan, there\u2019s a lot to sort out when you\u2019re 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?

\xa0

Here are the questions Brian answers on today\u2019s 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)\xa0

\xa0

Get Additional Information: https://financialplanningva.com/podcast/