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Allworth Financial's State of the Industry

Allworth Financial's State of the Industry

Business

Capital Gains Tax Changes Webinar – What This Could Mean for Your Firm and Your Future

Capital Gains Tax Changes Webinar – What This Could Mean for Your Firm and Your Future

2021-09-16
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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
view more

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Confronting the emotion of selling your practice.
2023-04-11 164
How a health emergency convinced me I needed a succession plan.
2023-03-22 113
What does unsustainable success look like?
2022-10-26 128
Making decisions for the people I care most about
2022-09-23 134
Behind the scenes: Doing what’s best for my clients
2022-02-08 250
When the success of your advisory firm takes over your life.
2021-12-12 203
What happens when a $2.8 billion firm partners with Allworth?
2021-08-16 188
Addition by Subtraction: When Success Means Doing Less
2021-05-17 226
What it takes to be a Buyer of Firms
2021-04-19 176
Pathways for Advisors Seeking Growth, Succession or Stability: Interview with SVP of Business Development, Scott Collins
2021-02-17 155
RIA Deal Structures & Valuation Trends in 2021: What principals need to consider before selling
2021-01-11 427
Why a BD-Affiliated Business Owner Would Sell to an RIA - Interview with Bastoni Financial Services
2020-12-08 177
Behind the Scenes: Acquisition Announcement
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Sell and Stay – Good for Clients, Staff and Founders
2020-09-23 206
Why Compete When You Can Play On The Same Team?
2020-06-24 181
The M&A Landscape During COVID-19
2020-05-28 183
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