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Stock Sales vs. Asset Sales

January 27, 2025 By Patrick Schultz, J.D., CEPA®
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Office Hours

Stock Sales vs. Asset Sales

In this video series, Clark Capital’s Client Portfolio Management team answers advisors’ most frequently asked questions. In this episode of Office Hours, Senior Wealth Planner Patrick Schultz explores the difference between a stock sale and an asset sale and discusses how the seller of a business may have a better tax result with a stock sale.

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