When you're ready to sell your book of business, taxes and tax strategy are sure to be a hot topic. In fact, taxes can be the reason some agents put off selling their book of business!
In this webinar with tax professional Andy Thomas, who has helped with tax strategy on many insurance business sales, you'll learn the secrets to lowering your tax bill.
Selling your book of business is monumental – this is something you've spent your life building and nurturing. Don't give up 30% or more in taxes! Join John Hockaday of New Horizons, Andy Thomas, CPA, and Matt Nohl of ACCESS Capital for an insightful webinar on taxes and perpetuation planning.
This webinar is the second session in the series, "Valuing & Selling Your Book of Business." The next session in this 4-part series will cover the process of selling and what to expect as you prepare to sell your book of business.