The firm continues to pursue its vision of managing complexity and delivering simplicity. Deerfield, Ill. — Strategic Wealth Partners Group, LLC, an independently managed wealth management firm with offices in...
Mike Karmin, Wealth Advisor of Strategic Wealth Partners (SWP), contributed to a panel discussion regarding the impact of tax reform on business owners. Professionals who attended the event asked Mike the following questions:
- How does tax reform impact business owners who are considering selling?
- Which business owners are impacted the most by the tax plan from an investment and financial planning standpoint?
- What is the first thing that you did for your business owner clients after tax reform went through?
- Why does recent tax reform make it even more critical for my team of professionals – such as a wealth manager, accountant, and attorney – to work together?
Mike is a Board and Programming Co-Chair of the leadership group Exit Planning Exchange (XPX) Chicago, a multiple-disciplinary, non-profit community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition.