Name:
Succession Planning Roundtable - Steps to Take to Protect your Family Business Assets
Date:
December 5, 2024
Time:
8:00 AM - 9:30 AM EST
Registration:
Register Now
Event Description:
Steps to Take to Protect your Family Business Assets
Your succession plan should lay out a strategy to protect your assets and transfer ownership. Come learn about ways to significantly reduce future tax obligations, ranging from trusts and lifetime gifts to tax-efficient investment planning. We'll also delve into the key points about redemption as an asset protection strategy, and specific ways it can protect the assets of your family 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. Join us to learn how you can minimize your taxes while succeeding in the continuity of your family-owned business.
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.
Your succession plan should lay out a strategy to protect your assets and transfer ownership. Come learn about ways to significantly reduce future tax obligations, ranging from trusts and lifetime gifts to tax-efficient investment planning. We'll also delve into the key points about redemption as an asset protection strategy, and specific ways it can protect the assets of your family 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. Join us to learn how you can minimize your taxes while succeeding in the continuity of your family-owned business.
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:
Location:
Ohio Dominican University
Griffin Student Center - ROOM 258-259
1215 Sunbury Rd.
Columbus, Ohio 43219
Please print and place this PARKING PASS on your dashboard.
Griffin Student Center - ROOM 258-259
1215 Sunbury Rd.
Columbus, Ohio 43219
Please print and place this PARKING PASS on your dashboard.
Date/Time Information:
Thursday, December 5, 2024
7:45-8:00 a.m. - Registration/Coffee
8:00-9:30 a.m. - Session
7:45-8:00 a.m. - Registration/Coffee
8:00-9:30 a.m. - Session
Contact Information:
Amy Dotts, COO & Events Manager
Fees/Admission:
Free for all Conway Center members. Owners and next gens are strongly encouraged to attend this session together!
