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

"*" indicates required fields

Peer Group Email Signup

Fill out the form below to request to receive monthly email invitations notifying you of each Succession Planning Peer Group session.
This field is for validation purposes and should be left unchanged.

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 adotts@familybusinesscenter.com or 614-847-0160

Scroll to Top