Tax Minimization Strategies in Business Succession Planning

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Host: Derek Early

Please join us in-person or via Zoom for a one and a half hour presentation designed to help you learn how to effectively plan for your business clients. As part of a monthly webinar series offered through WealthCounsel, this presentation will dive into tax strategies in business succession planning.

Business succession planning intersects with estate planning, income tax planning, and continuity of management. Using the various techniques for passing along the family business – grantor trusts, FLPs, LLCs, buy-sell agreements, and life insurance – requires an understanding of the various tax traps inherent in these strategies. In this presentation you will learn some of the more common income tax aspects of succession planning and how to minimize income tax consequences of various techniques.

Earn 1.5 hours of CLE credit

In order to be awarded the full credit hours, you must be present during the entire presentation