Description

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.
   

Speaker(s):

• Robert S. Barnett, CPA, JD, Partner, Capell Barnett Matalon & Schoenfeld