Daily musings
Federal Capital Gains Tax Rate Update - Raising the rate…
Monday, October 22nd, 2007To most people in the financial and tax worlds the impending federal capital gains tax rate hike in 2011 is no new news.
This has been scheduled since the 2003 capital gains tax rate changes and should really be no surprise to most people.
However, with this federal capital gains tax rate increase (set to increase to […]
When should sellers begin looking for an exit strategy?
Tuesday, August 28th, 2007When should you as a seller begin looking for an exit strategy?
>NOTE: If you’d like to learn how to choose the right exit strategy… which of the top 9 strategies are right for which situations… and take advantage of new and unknown IRS tax loopholes… then go and check THIS out now:
http://www.settlementinstitute.org/?page_id=8
**QUESTION**
“Hi Trevor and […]
What is Exit Planning Anyway? - Guest post
Thursday, August 2nd, 2007As you know, the Settlement Institute is made up of a national network of professional advisors such as Financial Planners, CPA’s, Attorneys, Real Estate Professionals, and many others.
We encourage all professionals to write and submit quality articles relating to Exit Planning so we can share them with the rest of the world and promote the idea of exit planning […]
Baby Boomer Exit Planning Survey - take a couple minutes…
Monday, July 30th, 2007As you know, the Baby Boomer generation is looming on the brink of retirement and one of the biggest transfers of wealth and assets ever will take place over the next 20 years or so.
While there are good statistics and articles out there… one excellent way to get a true picture of the actual market […]
Welcome to the Settlement Institute Exit Planning Blog!
Monday, July 30th, 2007Hello and welcome to the Settlement Institute Exit Planning Blog!
This blog was created to be an unbiased outlet for information to help both sellers and professional advisors learn effective exit strategies and everything else that is related to selling an appreciated asset.
The Settlement Institute is an educational institute that focuses on providing the highest quality […]