In this episode, hosts Pat Ennis and Corby Megorden of ENNIS Legacy Partners discuss with bankers Matthew Mapes and Ryan Goral of Sunflower Bank, a bankers perspective on financial due diligence for both the buy and sell side of transactions.
Using a Charitable Lead Annuity Trust (CLAT) To Generate a Tax Deduction in the Year of a Business Sale
In this podcast hosts Pat Ennis of ENNIS Legacy Partners and Walter Deyhle of GRF CPAs & Advisors discuss the effective use of Charitable Lead Annuity Trusts (CLATS) in planning your exit with Estate Planning Attorney Jonathon Morrison of Frazer, Ryan, Goldberg & Arnold of Scottsdale, AZ.