Selling a Business? - Financial Strategies Group

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Selling a business and worried about the tax bill?

A Charitable Remainder Trust is more about tax savings than charity

IT’S A MATH EQUATION!

Extended version coming soon

View our Forbes article below

How A CRUT Can Maximize Wealth For Business Owners Selling Their Companies

March 2025
Selling a business is a major financial milestone that comes with significant tax implications for owners of closely held businesses. While many owners focus on securing the highest sale price, fewer explore strategies that maximize their after-tax wealth.

How to Leverage Old Annuities to Provide More for Your Heirs

August 2020
FSG, offers opportunities to leverage previously purchased annuities to give greater, fully guaranteed funds to heirs.

Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
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Selling a business and worried about the tax bill?

View our Forbes article below

How A CRUT Can Maximize Wealth For Business Owners Selling Their Companies

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How to Leverage Old Annuities to Provide More for Your Heirs