Thinking about selling farmland, timberland, inherited property, or highly appreciated stock? The decision to sell may be simple. The tax consequences are not. Before you sign a contract or place a trade, there are critical planning issues that can significantly impact how much you keep. In this strategic session designed for South Carolina landowners and investors, you will learn:

-How federal and South Carolina capital gains taxes apply

-When installment sales, charitable strategies, or trust planning may reduce taxes

-What to understand about stepped-up basis rules

-How selling land differs from selling investment securities

-Why timing and structure matter more than most people realize

-How to coordinate your CPA, attorney, and investment advisor before executing the sale

Whether you are considering selling acreage, inherited family property, a closely held business interest, or concentrated stock, this program will help you evaluate your options before making an irreversible decision. Once you sell, you cannot rewind the tax impact. Make sure your strategy is in place first. If you are contemplating a major asset sale in South Carolina, this presentation is for you.

With over 18 years of experience in the financial services industry, Carolyn Bare specializes in management of investment and tax and estate planning. Carolyn focusses on those areas particularly for families with scary heirs, special needs loved ones or families with complex family dynamics. Avantax is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.