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EST2209 - Planning for Closely-held Businesses

‐ Jun 7, 2022 11:30am

Entrepreneurs have a unique set of estate and income tax problems, most of which are interrelated and require a planner who is well versed in both. This presentation will focus on the practical aspects of planning for the transfer of wealth for closely-held business owners whether they be in a family business or otherwise.

Learning Objectives:

  • Identify what entrepreneurs need to consider regarding their major asset, the closely held business.
  • Recognize how what is done for estate planning purposes has a direct impact on the income tax liability of the owner.
  • Evaluate efficient ways to transfer entrepreneurial assets from one generation to the next.


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