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Advanced Personal Financial Planning Conference 2016

45 - Managing the Risks of Business Succession Planning

Jan 20, 2016 11:15am ‐ Jan 20, 2016 12:30pm


This session will address issues involving what our business owner clients should be told about the risks of managing their succession plan, including: transitioning the business to family members, plans for payment of death taxes and expenses, liquidity and life insurance issues and what planning with third parties is appropriate. Attendees will learn about:
• The importance of business succession planning for clients and their families
• A variety of tax planning techniques that allow the favorable transition of a business from the current owners
• Alternative succession plans to accommodate different business, family and risk tolerance situations


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