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Name: Succession Planning Roundtable
Date: January 12, 2023
Time: 8:00 AM - 9:30 AM EST
Registration: Register Now
Event Description:

Tax Benefits of a Thoughtful Succession Plan

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   

It is never too early to think about succession planning in a family owned business!  This dynamic quarterly peer group is facilitated by Bea Wolper of Emens Wolper Jacobs & Jasin Law Firm and Meredith Sugar of Taft/. 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.
Event Sponsors:
Ohio Dominican University
Griffin Student Center - ROOM 258
1215 Sunbury Rd.
Columbus, Ohio 43219

Please print and place this PARKING PASS on your dashboard.

Date/Time Information:
8:00-9:30 a.m.
Contact Information:
Amy Dotts, COO & Events Manager
Free for Conway Center members.

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