The Retirement SummitThe Retirement Summit

Tax strategies for selling highly appreciate assets

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The Retirement Summit

You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the 
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Shawn O'Keefe shares a tax strategy to help preserve wealth and become more tax efficient if you are a small business owner or have a highly appreciated assets such as real estate. This way you can keep more money in your pocket than Uncle Sam's. 

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The Retirement Summit

You've worked your whole career to reach the top of the mountain, but now that you're thinking about 
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