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EP #72: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 with Matt Holmes
Joe welcomes Matt Holmes (CPA, Director at Holmes CPAs & Tax Advisors) to the show. They take a deep dive into the often-overlooked realm of succession planning. Joe and Matt share a poignant case where the absence of a contingency plan resulted in a less-than-optimal sale for the family due to the owner's passing.
They provide invaluable insights into the strategic considerations and pitfalls that entrepreneurs should be aware of, making it an essential listen for anyone navigating the complexities of selling or transitioning their business.
Read the full show notes and find more information…
The skinny
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