SK Wealth’s Solutions & Knowledge podcast
Business:Investing
As a successful business owner, how and when to transfer your business to your kids is a significant, complex decision. This week, the guys talk about how to transition ownership to your family. Whether selling or gifting your company, Mac and Jason look closely at pros and cons of each approach through the lens of family dynamics and your retirement goals. They’ll guide you through the preservation of your legacy and the steps to achieving a seamless transfer of business ownership. Tune in for expert insights and practical guidance for successful entrepreneurs like you as you move on to the next phase of your life’s adventure. Tap that subscribe button because there’s no telling what we have in store for you in May!
Resources mentioned in this episode: Phantom Stock Plans Explained
Tax Laws for Charitable Contributions - Episode 58
Non-Traditional Charitable and Political Giving - Episode 57
Paying for College - Episode 55
Raising Financially Savvy Children - Episode 54
Helping Your Child Buy a Home - Episode 53
Teaching Children Financial Literacy - Episode 52
RSUs and Tax Implications - Episode 51
Making Your Charitable Giving Sustainable - Episode 50
Long-term Strategies for Complex Compensation Plans - Episode 49
Evaluating Your Offer Letter - Episode 48
Stock Compensation at Separation - Episode 47
Impact Investing - Episode 46
Tax Loss Harvesting - Episode 45
Interviewing Financial Advisors - Episode 44
Evaluating Investment Advisors - Episode 43
Compensation Plans for Your Business - Episode 42
Incorporating Bonuses into Spending - Episode 41
Phantom Stock Plans Explained - Episode 40
Creating a Bonus Plan for Employees - Episode 39
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