Capital Gains Tax Changes Webinar – What This Could Mean for Your Firm and Your Future
2021-09-16
In the latest edition of State of the Industry podcast, titled: “Capital Gains Tax Changes Webinar – What This Could Mean for Your Firm and Your Future,” host and Allworth Co-CEO Scott Hanson welcomes Financial Planning Association (FPA) President Skip Schweiss.
The two dissect the impact of the pending capital gains tax increase on advisors who are nearing retirement.
Highlights include:
- The details of the proposed capital gains tax increase legislation
- How the tax increase could affect the value of your advisory firms
- Why selling, creating a succession plan, or partnering now could save principals millions
- The importance of January 1, 2022
- How partnership equity could lower your tax exposure
More Episodes
My succession plan needed a succession plan
2023-11-08
69
2023-11-08
69
Partnering with Allworth gave me back my life.
2023-10-19
95
2023-10-19
95
There was Allworth and then everyone else.
2023-05-04
137
2023-05-04
137
Confronting the emotion of selling your practice.
2023-04-11
164
2023-04-11
164
What does unsustainable success look like?
2022-10-26
128
2022-10-26
128
Making decisions for the people I care most about
2022-09-23
134
2022-09-23
134
Behind the scenes: Doing what’s best for my clients
2022-02-08
250
2022-02-08
250
When the success of your advisory firm takes over your life.
2021-12-12
203
2021-12-12
203
Addition by Subtraction: When Success Means Doing Less
2021-05-17
226
2021-05-17
226
What it takes to be a Buyer of Firms
2021-04-19
176
2021-04-19
176
Behind the Scenes: Acquisition Announcement
2020-10-29
143
2020-10-29
143
Sell and Stay – Good for Clients, Staff and Founders
2020-09-23
206
2020-09-23
206
Why Compete When You Can Play On The Same Team?
2020-06-24
181
2020-06-24
181
The M&A Landscape During COVID-19
2020-05-28
183
2020-05-28
183
Get this podcast on your
phone, FREE
