The Tax Trap Most Business Owners Miss Before a Sale

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Smart Treasury is a proprietary strategy that invests client funds predominantly in treasury money market funds. Certain funds have specific investment minimums, which can be up to $3,000. Investors who invest amounts below these minimums may experience lower yields. Yields are subject to change and will fluctuate over time. Smart Treasury is offered by Titan as one of its RIA product offerings. Smart Treasury strives for tax optimization and actual outcomes may vary. While Titan can provide general tax information, any information provided should not be taken as tax advice as Titan is not a tax professional. Consult a tax professional for personalized tax advice. Investments in Smart Treasury are not deposits and are not FDIC insured, unlike savings accounts and other non-investment accounts. Investments are not bank guaranteed, and may lose value. View Smart Treasury risks and disclosures at titan.com/smart-treasury-disclosures.

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