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Thursday Oct 16, 2025
Navigating Redemption Issues
Join us as we discuss strategies for managing buy-outs, valuation disputes, and maintaining business continuity. Hear from our family business panelists on what has worked - and what hasn't!
Key Topics:
Structuring redemption agreements
Business valuation methods
Financing redemption obligations
Tax implications of share transfers
Dispute resolution frameworks
Panelists:
New City Homes & CBUS OZ Funds - Chris Knoppe, President
Ohio Power Tool - Jay Amstutz, 2nd Gen President
Facilitated by: John Shockley, PNC Bank
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Categories: CCFB Educational Program
Wednesday Oct 22, 2025
Join us for an open discussion with a panel of benefits experts as they explore the 2026 price increases, highlight emerging trends, share strategies to help offset rising costs, and provide actionable steps that family business employers can take to manage expenses and prepare for the future.
Sharon DeLay, President of GO-HR will facilitate discussion by asking a series of questions covering these areas and address the challenges that face family businesses. Don’t miss this in-person opportunity to ask your own questions, engage with each other, and consult with our experts!
Generously sponsored by Morgan Stanley
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Categories: CCFB Roundtable, Human Resources
Thursday Oct 30, 2025
The estate tax doesn't have to be inevitable. Numerous legal strategies and planning techniques exist that can help family businesses avoid paying estate taxes entirely, making it what tax experts often call a 'voluntary' tax.
To help family businesses navigate these complexities, attorneys Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will explore practical approaches - from trusts to gifting strategies - designed to minimize or eliminate estate tax liability and preserve wealth across generations including:
* Understanding Estate Tax and Its Impact
* Irrevocable Trusts in Succession Planning
* Additional Methods for Reducing Estate Tax Liability
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Categories: CCFB Roundtable, Succession Planning
Thursday Nov 20, 2025
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