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ENGAGE 2020


Business Succession Planning - Part 1


Jun 9, 2020 2:30pm ‐ Jun 9, 2020 3:45pm

Description

Session examines critical elements of the succession plan, including:
• Preliminary planning considerations

• Ownership and management succession

• Key employee compensation

• Equalization among children

• Transferring the business and other assets

• Creative techniques

• Role of charitable giving/Insurance

• Balancing Income tax and transfer tax planning

Learning Objectives:
  • Examination of the preliminary planning considerations in developing a succession plan (that are often overlooked)
  • Examination of non-family key employee considerations and associated succession planning techniques including compensation planning
  • Examination of income and estate tax planning considerations and associated techniques to consider in succession planning

Speaker(s):

Tags: EST
Category: Concurrent Session (Onsite and Online)

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