Planning with a Family Business: Beyond the Estate Tax

WHAT WE’LL COVER

With the federal estate tax exemptions at an all-time high, does a family business owner still need an exit strategy? Absolutely! Successfully passing a family business from one generation to the next takes a great deal of thought and planning, and includes asking and answering questions well beyond estate taxes. Questions and issues abound in the areas of pricing and income and capital gain taxes as well as the personal issues involved with successor owners, ongoing management, and the company’s ongoing mission, vision and strategic plan. Add to that the stress of the normal day-to-day financial, sales, and marketing demands of the business, soon to be without its founder, and all of a sudden, we have issues! Family members, key employees, advisors, and vendor relationships all play an integral role in a successful transition.

Learning objectives

How to identify the myriad issues involved in transferring a family business;
How to counsel the business owner to successfully navigate and prioritize those issues; and
How and when to involve other advisors to maximize the benefit of the exit strategy.

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 02/14/2019

1.0 CLE (California Board of Legal Specialization - Estate Planning)
1.0 CFP credit pending (National CFP Board)

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 823 or education@wealthcounsel.com.

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

This webinar is included for Business Law Subscribers and provided live complimentary for Trusts & Estates Subscribers

Regular Price: $139 | Trusts & Estates Price: $0 (Website access not included) | Gun Law Price: $139 | Business Law Price: $0 | Practice Development Price: $139