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MarshBerry Announces How Tax Rate Changes Will Impact Insurance Agency Value

Posted on 11 May 2010

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Free On-Line Video Outlines Impact of Capital Gains Increase

Marsh, Berry & Company, Inc., a national management consulting and merger & acquisition advisory firm for the insurance industry, reports on the current capital gains tax rate, which will automatically sunset at the end of 2010 reverting back to the pre-2003 level of 20%.

The new healthcare reform soon to be enacted already increases capital gains to a minimum of 23.8% in 2013. Many believe it could be increased to as much as 35%. How will this impact the return on your investment? Whether you are an active acquirer or an owner contemplating internal perpetuation or an external sale, it is important to understand the potential impact of such a change in the tax rate.

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