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How To Pay Less in Taxes When Selling Your Book of Business (Session 2)
When you're ready to sell your book of business, taxes and tax strategy are sure to be a hot topic. In fact, taxes can be the reason some agents put off selling their book of business!

In this webinar with tax professional Andy Thomas, who has helped with tax strategy on many insurance business sales, you'll learn the secrets to lowering your tax bill.

Selling your book of business is monumental – this is something you've spent your life building and nurturing. Don't give up 30% or more in taxes! Join John Hockaday of New Horizons, Andy Thomas, CPA, Mike Kawa, Controller at ACCESS Capital, and Matt Nohl, Director at ACCESS Capital for an insightful webinar on taxes and perpetuation planning.

This webinar is the second session in the series, "Valuing & Selling Your Book of Business." The next session in this 4-part series will cover the process of selling and what to expect as you prepare to sell your book of business.

Jul 5, 2022 02:00 PM in Central Time (US and Canada)

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Matt Nohl
Director of Operations @ACCESS Capital Group
Matt is the Director of Operations at ACCESS Capital Group. He is responsible for financial analysis, process development, commission appraisals, and web development. As a graduate of the University of Nebraska at Omaha, Matt started his career at Mutual of Omaha before joining the ACCESS Capital Group team in 2010.
Andy Thomas
Partner @MCK CPAs & Advisors