Should you gift your family business to the next generation, or should the next generation be asked to buy the family business? What happens when the next generation inherits the family business? Should you gift your family business to the next generation, or should the next generation be asked to buy the family business? What happens when the next generation inherits the family business? Join us for this Succession Planning Roundtable as we address these transfer issues, including: When you should start the discussion to minimize disruption around your family relationships and your family business. Ways to transfer your business to your son or daughter so you incur the least amount debt and tax liability possible. How each transfer technique affect the new owner’s basis, and how to best structure your transition plan to meet your overall goals. 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 ... read more

Creating impact in and around community is becoming increasingly important to family business leaders that we work with. Philanthropic efforts not only feel good, but they do good and can help foster a workplace culture of giving and growing. In addition, creating a culture of philanthropy benefits the family by: Nurturing the family legacy; Strengthening the bonds between generations; Involving Next Gens in the future of the family business. Our panelists will share how their approach to community, giving, and philanthropic efforts creates impact in our communities and on the family business itself. Panelists: Nevin Bansal, President & CEO, Outreach Promos Erin Shannon, Corporate Relations Manager, White Castle System Matina Zenios, President, Artina Promotional Products Facilitated by Stefanie Coffman, The Columbus Foundation ... read more