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Wednesday, January 27, 2016

with Kyle Abrahamovich

Poulos Advisors

Owners of retail lumber yards face many challenges when retiring and exiting their business, but also have many unique wealth planning opportunities.  Often, owners’ business exit planning is very closely related to their retirement and personal goals and objectives.  Whether passing the business onto a family member or selling to a 3rd party in a profitable and tax efficient manner, this course will explore the various options for exiting the business, as well as the wealth management implications for each.


TARGET AUDIENCE & LEVEL:  Advanced content for owners

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