Exit Coach Radio

Tim Voorhees - Minimizing Capital Gains with Advanced Techniques

In this 1 minute highlight, Tim Voorhees, Managing Partner - MatsenVoorhees Law discusses an overview of a tax reduction technique called "Capital Gains Split Dollar".

Transcript: 

Tim: We started with charitable remainder trust back in the 1980s, but the industry and the tax code have both evolved to the point where there are now much more sophisticated vehicles. One of the clever techniques we've developed over the last couple years is a solution referred to as, Capital Gains, Split Dollar. We simply have a client with an appreciated business have the buyer put the money in a trust for the benefit of our seller, our client, and when the buyer puts the money in the trust they receive a Split Dollar Agreement, so there's no current tax on the transaction. Moreover, if the client invests the money in the trust tax efficiently, there's only a very small tax, and the wealth grows tax efficiently, so the client can then borrow it out with tax-free loans throughout his or her lifetime, and know that the balance will pass tax-free to the children. And, when you look at the benefits of that type of Capital Gains, Split Dollar solution, you see that the client literally can have two, three, four times more wealth as opposed to just selling a business in a taxable transaction. 

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A Strategy for the Tax Weary Business Seller (1m) Heath Goldman (H3117)

In this 1 minute highlight, Heath Goldman, Financial Architect of ICON Wealth & Legacy Partners, discusses a popular tax minimization strategy that tax-weary business owners explore to minimize the many layers of taxes on wealth.

 

 

 

 

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Efficient Multi-Disciplinary Planning Starts With A Blueprint (1m) Tim Voorhies (H2017)

Tim Voorhees, Managing Partner of Matsen Voorhees Law Offices discusses the importance of creating a financial blueprint to unite your advisor team before drafting documents and funding plans.

 

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The Government Wants Your Retirement Plan Assets (1m) Tim Voorhies (H1117)

Tim Voorhees, Managing Partner - Matsen Voorhees Law discusses the horrific level of taxes that can be levied on Retirement Plan Assets for unplanned situations..

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

Tim Voorhees - The Best Tax Bracket is the ZERO Tax Bracket (E3117)

In this 1 minute highlight, Tim Voorhees, Managing Partner,  Matsen Voorhees Law discusses a brief overview of the Zero Tax plan that his firm strives to help business owners and other with appreciated assets achieve.

The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.

 

 

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

Scott Henderson - Corporate Social Responsibility

Scott Henderson works with Doing Good Works. Doing Good Works brings value to their clients through the sale of promotional products, print, packaging and coffee. Revenue generated through Doing Good Works supports changing outcomes for foster youth that age out of the system. Today, Scott will discuss corporate social responsibility. 

 

 

Contact Info: 

Website: www.doinggood.works

Email: scotth@doinggood.works

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

 

David Elliott - Influencers for Good

This interview with David Elliott is about the Institute for Influential Community Impact and its work in educating, inspiring, engaging and honoring people and organizations making a difference as Influencers for Good. 

Questions Answered: 

1) What are some key deliverables the Institute is currently engaged in?

2) Who could and should be involved with the Institute?

3) Where do you see this going in 2017 and beyond?

Contact Info: 

Website: www.Passkeys.org

Email: dlelliottconnector@gmail.com

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Katherine Wertheim - Learn How to Fundraise

Katherine Wertheim is the President of Werth-It, a resource for business owners that want to learn how to fundraise when they serve on a non-profit board of directors. 

Questions Answered: 

1. What should a business owner know when they're asked to serve on a board for a nonprofit?

2. How can business owners participate in fundraising, without donating a lot of product or services to nonprofits?

3. How can nonprofit boards get better on F.R.?

4. What can a business owner do to get the nonprofit to be better about fundraising, so that fundraising doesn't take a lot of time and can raise more money?

Contact Info: 

Email: werthwhile@aol.com

Bonus Material: 

Listeners can receive a copy of a white paper on how to evaluate the fundraising that an organization does. The paper is called The CATE Formula, contact werthwhile@aol.com

Exit Coach 20M Interview: Goal Identification - Scott Miller

Host: Bill Black. Audio library: www.ExitCoachRadio.com. 

Scott Miller discusses goal identification, how to achieve goals, and the importance of looking at the big picture after retirement. 

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