Events Calendar - Succession Planning - Succession Planning - Conway Center for Family Business

Succession Planning

A quarterly peer group for business leaders

From inter-family dynamics to strategic planning, these interactive sessions will provide the foundation for transitioning the family business to the next generation. This program is not just for founders/owners - attending together with successors or next gens is very important and beneficial.

Facilitator: Co-facilitated by Bea Wolper, Emens Wolper Jacobs & Jasin and Meredith Sugar, Taft/ Law.
Frequency: Quarterly
Fee: FREE for all Conway Center members
Pre-approval to join? No, this is a drop-in group, but meeting RSVP is required
Service Providers eligible? Yes, Service Providers are welcome (limit 2/company), meeting RSVP is required

Generously sponsored by Morgan Stanley

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Upcoming Events

Events Calendar - Succession Planning

Thursday Jan 12, 2023
Join us for this important session focusing on current tax laws, strategy, and planning that can help your family business build a succession plan that reduces tax impacts. Discussion will include: Gift tax vs. estate tax Utilizing value discounts Considerations of gift or stock bonus Other options to reduce taxes during a transition will be discussed including: How to wisely transfer assets How to exit the business with tax planning Determining which is best - Transfer now? Transfer at death? Transfer over time? Join us to learn how you can minimize your taxes while succeeding in the continuity of your family-owned business. Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have. Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Peer Group, Succession Planning

I still have questions. How can I get more information about Peer Groups and Roundtables?

Contact Amy Dotts, COO and Events Manager at or 614-847-0160

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