What would you do if a $50 million business sale triggered a $15 million tax bill? In this episode, Mike Canet and Ryan Herbert discuss a real-world case involving a business owner approached by data center developers during the AI boom. They explore how major asset sales can create significant tax and estate planning challenges, and walk through concepts such as 1031 exchanges, Opportunity Zones, and deferred sales trusts. The conversation highlights why taxes, liquidity, estate considerations, and long-term planning are often connected when evaluating the sale of a business or highly appreciated property

Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call

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What would you do if a $50 million business sale triggered a $15 million tax bill? In this episode, Mike Canet and Ryan Herbert discuss a real-world case involving a business owner approached by data center developers during the AI boom. They explore how major asset sales can create significant tax and estate planning challenges, and walk through concepts such as 1031 exchanges, Opportunity Zones, and deferred sales trusts. The conversation highlights why taxes, liquidity, estate considerations, and long-term planning are often connected when evaluating the sale of a business or highly appreciated property
Want to begin building your retirement and tax plan?&nbsp;<a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">Click Here to Schedule a 15-minute Discovery Call</a>
Follow us for more helpful insights:
🖱️ Facebook- <a href="https://bit.ly/3PmJcSt">https://bit.ly/3PmJcSt</a>
🖱️ LinkedIn- <a href="https://bit.ly/44T88a9">https://bit.ly/44T88a9</a>
🖱️ X - <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.

Don't miss an episode! Subscribe or follow today!

Schedule your 15-minute Discovery Call here: https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast

Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.
Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.
Don't miss an episode! Subscribe or follow today!
Schedule your 15-minute Discovery Call here: <a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast</a>
Learn more about the team at Prostatis Financial Advisors Group on their <a href="https://bit.ly/3Fk5BLu">website</a> or on social:&nbsp;<a href="https://www.facebook.com/prostatisgroup">Facebook</a>, <a href="https://bit.ly/3PUO0yN">LinkedIn</a>, <a href="https://bit.ly/3RQ8VWq">Twitter</a> and their NEW <a href="https://bit.ly/46DQxUS">YouTube channel and video podcast</a>.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you.

The Savvy Investor Podcast

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.

Don't miss an episode! Subscribe or follow today!

Schedule your 15-minute Discovery Call here: https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast

Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.
Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.
Don't miss an episode! Subscribe or follow today!
Schedule your 15-minute Discovery Call here: <a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast</a>
Learn more about the team at Prostatis Financial Advisors Group on their <a href="https://bit.ly/3Fk5BLu">website</a> or on social: <a href="https://www.facebook.com/prostatisgroup">Facebook</a>, <a href="https://bit.ly/3PUO0yN">LinkedIn</a>, <a href="https://bit.ly/3RQ8VWq">Twitter</a> and their NEW <a href="https://bit.ly/46DQxUS">YouTube channel and video podcast</a>.