In the latest edition of State of the Industry podcast, titled: “Capital Gains Tax Changes Webinar – What This Could Mean for Your Firm and Your Future,” host and Allworth Co-CEO Scott Hanson welcomes Financial Planning Association (FPA) President Skip Schweiss.

The two dissect the impact of the pending capital gains tax increase on advisors who are nearing retirement.

Highlights include:

  • The details of the proposed capital gains tax increase legislation
  • How the tax increase could affect the value of your advisory firms
  • Why selling, creating a succession plan, or partnering now could save principals millions
  • The importance of January 1, 2022
  • How partnership equity could lower your tax exposure
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