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TAX1922
Succession Planning
Date
June 13, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from AICPA ENGAGE 2019:
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2019)
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
Partner, Capell Barnett Matalon & Schoenfeld LLP
General
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