The accreditors of this session require that you periodically check in to verify that you are still attentive.
Please click the button below to indicate that you are.
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:
Developing an enhanced understanding of business succession planning;
Reviewing various income, estate, and gift tax implications; and
Comparing and contrasting business succession methodologies.
Speaker(s):
Robert
S. Barnett,
CPA, JD,
Partner,
Capell Barnett Matalon & Schoenfeld
