The Advisor Financing Forum

Potential Changes to Capital Gains Tax Rates: How RIAs with M&A Plans Should Prepare


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Dave Hinnencamp of BerganKDV joins Aaron Hasler of SkyView Partners and Mike Langford to discuss the potential impact of proposed hikes to the capital gains tax rates on the sales of independent financial advisory businesses and RIAs. Dave and Aaron also offer up some recommendations for how advisors should adjust their plans (or not) for selling a practice in anticipation of a rate increase.

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The Advisor Financing ForumBy SkyView Partners