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IFP Insights

Planning For a Liquidity Event: Steps to Take Before & After Thumbnail

Planning For a Liquidity Event: Steps to Take Before & After

Whether you’re the owner of a small business or a C-suite executive, you’ve worked hard to help your organization grow and succeed. You may have accumulated valuable assets along the way, but it’s estimated that as much as 80% to 90% of them are tied up in your company. And if you’re one of the 48% of business owners without an exit strategy, that could make things difficult when you plan on retiring or otherwise stepping away.

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Introduction to Tax-Loss Harvesting Thumbnail

Introduction to Tax-Loss Harvesting

Tax-loss harvesting is a process that involves deliberately selling securities at a loss in order to offset your earnings from other securities, thereby potentially reducing your tax burden. In other words, if you have an investment that’s lost value, you can sell it and deduct the value of that loss from the gains you realize elsewhere. That deduction lowers your total taxable income for the year, which may result in tax savings.

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