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