Name: Succession Planning Peer Group - Live Virtual Meeting
Date: February 10, 2022
Time: 7:30 AM - 8:30 AM EST
The Importance of Separating Business and Personal Assets
Differentiating between personal and business finances sets your family business up for tax advantages and even higher profit margins — all while reducing potential risk to your personal assets.
Join us as we discuss the reasons why it is important to keep business and personal assets separate, along with tips for keeping them apart.
This session will be offered virtually via ZOOM
Please register through this link:https://us02web.zoom.us/meeting/register/tZMof-CgqD8uEtCOvbyRRir5owfB18zZA1On
An email will be sent to you with the registration confirmation and log-in information from ZOOM for the meeting.
Generously sponsored by Morgan Stanley
It is never too early to think about succession planning in a family owned business! This dynamic monthly peer group is facilitated by Bea Wolper of Emens Wolper Jacobs Jasin Law Firm and Meredith Sugar of Taft/ Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your 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.