Tuesday, May 17, 2022, 1:00 PM - 2:30 PM, ET
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.
This webinar is a Business Planning webinar included for Business Docs subscribers and offered live complimentary for Wealth Docx subscribers.
Regular Price: $129 | Trusts & Estates Price: $0 (Website access not included) | Gun Law Price: $129 | Business Law Price: $0 | Practice Development Price: $129
CLE:
1.50 credits
States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN
No CFP
No CPE
NOTE: For accurate records, each employee in an organization must register individually for CLE attendance reporting and audit. In order to be awarded the full credit hours, you must be present during the entire program.
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.