Education

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
Join us for a candid conversation between current leaders and next-generation members of successful family businesses. Learn strategies for effective generational transition and collaboration. Discussion Topics: Knowledge transfer between generations Innovation vs. tradition Leadership transition strategies Digital transformation challenges Maintaining family values Panelists: Jorgensen Farms - Val Jorgensen and David Karikomi The Cleary Company - George & George II Facilitated by: Darren Cherry, Area President, FocusCFO ... read more
Categories: CCFB Educational Program

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P.O. Box 361106, Columbus, OH 43236 – (614) 253-4820 – info@familybusinesscenter.com