Ed Morrow, Director of Wealth Transfer and Tax Strategies for the Key Private Bank Family Wealth Advisory Service Group and Matt Stewart, Senior Financial Planner with Key Private Bank will present some “thinking outside the box” ideas for tax planning and asset protection for family businesses. Topics include:
Update on tax laws
Ways to minimize capital gains tax and estate tax on the sale or transfer of appreciated assets
Methods to protect your wealth from lawsuits and creditors
This program will also include a panel discussion on ESOPs with Conway Center members Brian Hina, Hina Environmental Solutions and Dwight Smith, Sophisticated Systems.
Printed courtesy of www.familybusinesscenter.com – Contact the Conway Center for Family Business for more information.
P.O. Box 361106, Columbus, OH 43236 – (614) 253-4820 – info@familybusinesscenter.com