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One Business Sale, Millions in Taxes: Are You Prepared?

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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 Her… 
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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

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The Savvy Investor Podcast

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up the… 
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