Liquidity Tax Strategy | Legacy & Succession

Preparing for Major Capital Changes

Liquidity Tax Strategy becomes relevant when a significant inflow of capital is anticipated, such as a sale, recapitalization, or ownership transition. These events concentrate timing and heighten tax exposure, limiting the ability to adjust decisions once a transaction is in motion.

Decisions made well before capital is realized often determine how proceeds are ultimately treated. Ownership structure, transaction timing, and coordination with estate and succession planning all shape outcomes in ways that are difficult to change after a deal is underway.

With an informed exit tax strategy, owners can evaluate options without reacting under pressure. At Legacy & Succession, we help align liquidity tax planning with broader transition goals, ensuring that these events are addressed with foresight, structure, and an understanding of how decisions today shape responsibilities tomorrow.

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