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Using an 831b Insurance Tool to Reduce Risk and Taxes

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Manage episode 423088899 series 3494671
Content provided by Rick J. Krebs, M&A Advisor, CPA and CEPA, Rick J. Krebs, A Advisor, CPA, and CEPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rick J. Krebs, M&A Advisor, CPA and CEPA, Rick J. Krebs, A Advisor, CPA, and CEPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode I interview insurance expert Van Carlson, an insurance risk reduction expert and the owner of SRA. Van reveals how business owners can use IRS Code Section 831b to defer taxes and reduce risk, especially in anticipation of the sale of their business. This powerful, yet obscure structure is coming to light for small business owners. In the past it has been used mostly by Fortune 500 companies.
Visit us at:
Bsalesgroup.com
DesignMySale.com

Visit us at:
Bsalesgroup.com
DesignMySale.com

  continue reading

27 episodes

Artwork
iconShare
 
Manage episode 423088899 series 3494671
Content provided by Rick J. Krebs, M&A Advisor, CPA and CEPA, Rick J. Krebs, A Advisor, CPA, and CEPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rick J. Krebs, M&A Advisor, CPA and CEPA, Rick J. Krebs, A Advisor, CPA, and CEPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode I interview insurance expert Van Carlson, an insurance risk reduction expert and the owner of SRA. Van reveals how business owners can use IRS Code Section 831b to defer taxes and reduce risk, especially in anticipation of the sale of their business. This powerful, yet obscure structure is coming to light for small business owners. In the past it has been used mostly by Fortune 500 companies.
Visit us at:
Bsalesgroup.com
DesignMySale.com

Visit us at:
Bsalesgroup.com
DesignMySale.com

  continue reading

27 episodes

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