BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20250115T190000Z DTEND:20250115T203000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Carson Wealth Management: Minds & Meals DESCRIPTION:How to Avoid Significant Tax Burdens When Selling\n\n\n\n-Gain/Loss Harvesting - AQR\n\n-Opportunity Zones\n\n-Charitable Gifting (CRAT's & CRUT's)\n\n\n\nPresented by Rick Krebs\, CPA. Rick (aka the M&A Cowboy)\, is the co-founder of the EPI Utah Chapter of Exit Planners\, the first group of its kind in Utah. He was nominated as the Exit Planning Institute's Member of the Year for 2024 and is the founder of Business Sales Group\, an M&A firm in Heber City\, UT. Rick has been selling companies for 14 years. Rick is the author of "Sell Your Business By Design\, Not By Default" and popular podcaster of "M&A Murders & Accusations: The Good The Bad and The Ugly of Selling Your Business". He is a Certified Exit Planning Advisor (CEPA). *Rick Krebs is not affiliated with Cetera Advisors Networks LLC\, or CWM\, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC\, or CWM\, LLC.\n\n\n\n\n\nThom Hall completed requirements to become a CERTIFIED FINANCIAL PLANNER professional through the Certified Financial Planner Board of Standards\, Inc in 2002. He is also a Chartered Financial Consultant (ChFC ) and served as the past president and board member of the Utah Chapter of the Financial Planning Association. As a Certified Exit Planning Advisor (CEPA ) through the Exit Planning institute\, Inc.\, he currently works with business owners to help them increase the value of their business for when they exit or sell\, and in helping prepare them to transition from ownership. He enjoys serving on the board for the Utah Chapter of the Exit Planning Institute. X-ALT-DESC;FMTTYPE=text/html:
How to Avoid Significant Tax Burdens When Selling
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\n-Gain/Loss Harvesting - AQR
\n-Opportunity Zones
\n-Charitable Gifting (CRAT&rsquo\;s &\; CRUT&rsquo\;s)
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\nPresented by Rick Krebs\, CPA. Rick (aka the M&\;A Cowboy)\, is the co-founder of the EPI Utah Chapter of Exit Planners\, the first group of its kind in Utah. He was nominated as the Exit Planning Institute&rsquo\;s Member of the Year for 2024 and is the founder of Business Sales Group\, an M&\;A firm in Heber City\, UT. Rick has been selling companies for 14 years. Rick is the author of "\;Sell Your Business By Design\, Not By Default"\; and popular podcaster of "\;M&\;A Murders &\; Accusations: The Good The Bad and The Ugly of Selling Your Business"\;. He is a Certified Exit Planning Advisor (CEPA). \;*Rick Krebs is not affiliated with Cetera Advisors Networks LLC\, or CWM\, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC\, or CWM\, LLC.
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\nThom Hall completed requirements to become a CERTIFIED FINANCIAL PLANNER professional through the Certified Financial Planner Board of Standards\, Inc in 2002. He is also a Chartered Financial Consultant®\; (ChFC®\;) and served as the past president and board member of the Utah Chapter of the Financial Planning Association. As a Certified Exit Planning Advisor®\; (CEPA®\;) through the Exit Planning institute\, Inc.\, he currently works with business owners to help them increase the value of their business for when they exit or sell\, and in helping prepare them to transition from ownership. He enjoys serving on the board for the Utah Chapter of the Exit Planning Institute.
\n LOCATION:Hub International 75 W Towne Ridge Pkwy Tower 2\, Suite 400 Sandy\, UT 84070 United States UID:e.1263.14921 SEQUENCE:3 DTSTAMP:20260516T144512Z URL:http://business.southvalleychamber.com/events/details/carson-wealth-management-minds-meals-14921 END:VEVENT END:VCALENDAR