Carson Wealth Management: Minds & Meals

Date and Time

Wednesday Jan 15, 2025
12:00 PM - 1:30 PM MST

Wednesday, January 15, 2025 12-1:30pm

Location

Hub International
75 W Towne Ridge Pkwy
Tower 2, Suite 400
Sandy, UT 84070
United States

Hub International 75 W Towne Ridge Pkwy Tower 2, Suite 400 Sandy UT 84070

Fees/Admission

Event is free, just RSVP through the Calendly link below.

Website

https://calendly.com/thomkhall/minds-and-meals-business-discussion-group

Contact Information

Thom Hall
Send Email

Carson Wealth Management: Minds & Mea...

Enter your email address below to receive a reminder message.

Please complete the Captcha

Description

How to Avoid Significant Tax Burdens When Selling

-Gain/Loss Harvesting - AQR
-Opportunity Zones
-Charitable Gifting (CRAT’s & CRUT’s)

Presented by Rick Krebs, CPA. Rick (aka the M&A Cowboy), is the co-founder of the EPI Utah Chapter of Exit Planners, the first group of its kind in Utah. He was nominated as the Exit Planning Institute’s Member of the Year for 2024 and is the founder of Business Sales Group, an M&A firm in Heber City, UT. Rick has been selling companies for 14 years. Rick is the author of "Sell Your Business By Design, Not By Default" and popular podcaster of "M&A Murders & Accusations: The Good The Bad and The Ugly of Selling Your Business". He is a Certified Exit Planning Advisor (CEPA). *Rick Krebs is not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Thom Hall completed requirements to become a CERTIFIED FINANCIAL PLANNER professional through the Certified Financial Planner Board of Standards, Inc in 2002. He is also a Chartered Financial Consultant® (ChFC®) and served as the past president and board member of the Utah Chapter of the Financial Planning Association. As a Certified Exit Planning Advisor® (CEPA®) through the Exit Planning institute, Inc., he currently works with business owners to help them increase the value of their business for when they exit or sell, and in helping prepare them to transition from ownership. He enjoys serving on the board for the Utah Chapter of the Exit Planning Institute.