The capital gains tax conversation is heating up as President Biden has proposed a steep increase to fund his American Families Plan. The tax hike, from 20% to 39.6%, would affect families who make more than $1 million – and financial advisors who want to sell their business.

Carson’s Jamie Hopkins, a policy pro and Director of Retirement Research, and Jason Carver, who has extensive experience leading our M&A efforts and Managing Director of Mergers & Acquisitions, are diving into this policy and its ramifications on your business, along with other important considerations.

Join us for a special webinar on Thursday, June 24, at 1 p.m. CT as we explain:
• The advantages of exiting your business now versus waiting
• What you can expect from capital gains taxes in the coming years
• How to find the right buyer for your business
• And more!

Whether you’re looking to exit your business now or several years down the line, you have a stake in what comes down the pike.

Register Now