Tax Saving Strategy Donor Advisor Funds with Micaela Weil
09/25/23 • 21 min
One little known, but powerful tool utilized to reduce taxes on the sale of a business is a Donor Advisor Fund (DAF). In the episode we interview expert Micaela Weil of the Community Foundation of Utah and learn when a DAF works well and how to use it for not only tax savings, but charitable purposes.
Visit us at:
Bsalesgroup.com
DesignMySale.com
One little known, but powerful tool utilized to reduce taxes on the sale of a business is a Donor Advisor Fund (DAF). In the episode we interview expert Micaela Weil of the Community Foundation of Utah and learn when a DAF works well and how to use it for not only tax savings, but charitable purposes.
Visit us at:
Bsalesgroup.com
DesignMySale.com
Previous Episode
How to Answer Zinger Questions with Power
You are in a meeting with an important buyer group. The meeting has gone well up until now. Suddenly, from out of nowhere, one of the buyer's team asks you a very pointed and direct question. You don't know how to respond. You've never thought about that before. Yikes! I call these questions "Zingers". You can actually feel the energy leave the room as you meekly do your best to answer her question. Ah, "I've blown it" you say to yourself, but don't dare to verbalize the thought. ..
This episode is about how to answer Zingers. Not only will you learn how to answer them, you will earn how to respond with POWER! You will learn what tactics and tools to use to counter an attack question. Learning these important things can save the sale of your business. Tune in, buckle up, and hold on for this important episode.
Visit us at:
Bsalesgroup.com
DesignMySale.com
Next Episode
Preparing for an Important Meeting with a Buyer
In this episode we talk about what you need to do as a Seller to prepare for an important meeting with a buyer. This episode compliments 3 other episodes about buyers: Questions Buyers Ask, Wow Your Buyers, and How to Answer Zinger Questions.
Visit us at:
Bsalesgroup.com
DesignMySale.com
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