In Episode 12 of our Onward series, Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, sits down with Christopher Ayer, Principal at NewEdge Wealth, to explore one of the most critical — and often overlooked — parts of a successful business exit: proactive tax planning.
Christopher walks us through real examples of how entrepreneurs can reduce or defer millions in taxes through early preparation. From using bonus depreciation and generating passive losses, to setting up trusts like SLATs and asset protection strategies, this episode is packed with valuable insights.
Whether your goal is to support future generations, fund charitable causes, or preserve wealth, the right planning makes all the difference. And it doesn’t have to be complex — just strategic.
