Sale of Business (Life Insurance)

May 4, 2021 – 12:35 p.m. to 1:25 p.m.

Speakers:

  • Hemal Balsara, Assistant Vice President, Tax, Retirement & Estate Planning, Manulife Financial
  • Tim Barrett, Partner, Thorsteinssons LLP

Moderated by Peter Seligman, President, Seligman & Associates

Description:

An exit from a successful business can present an economic windfall for a client. Tax planners have developed a variety of techniques to minimize and defer taxes upon selling a business. Using a case study, this presentation will highlight/distill down the tax planning options for selling a business including more advanced techniques. It will focus on how insurance can be integrated into this planning and can be a critical element to many advanced planning techniques.

(TECHNICAL, PRACTICAL, CASE STUDY, ADVANCED)

Hemal Balsara