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TAX1922 - Succession Planning

Jun 13, 2019 11:15am ‐ Jun 13, 2019 12:05pm

Standard: $49.00


Every business and business owner will be faced with succession issues. Developing a sound succession plan is the key to success in business transition. Business and family dynamics are interwoven with a complex array of tax rules and restrictions. We will discuss recent cases and planning opportunities and highlight several traps to avoid.

Learning Objectives include:

  1. Developing an enhanced understanding of business succession planning;
  2. Reviewing various income, estate, and gift tax implications; and
  3. Comparing and contrasting business succession methodologies.


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