Section 1202 of the tax code allows qualifying small business stockholders to exclude up to 100% of capital gains on the sale of their stock — one of the most powerful and underused tax tools available to business owners. In this episode, Pat and Walter break down the key qualifications for Section 1202, what it means for exit planning strategy, and how business owners should be thinking about this provision when structuring their exit.


“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about Pat and Walter: https://ennislp.com/about CONNECT ON SOCIAL MEDIA:

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.