Education

Results Found: 3 View Full Calendar
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 ... read more
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 ... read more
Categories: CCFB Roundtable, Succession Planning
Thursday Nov 20, 2025
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Categories: CCFB Educational Program

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