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PFP2203 - Succession Planning Case Studies

‐ Jun 6, 2022 11:05am

As baby boomers and other business owners face issues of aging, health concerns and the desire to retire, what is to be done with the business? Will family members step in to take over? Is there liquidity to address possible transfer tax issues? If no interested family members, are there potential buyers that should be addressed? What are the goals of the business owner? What are special succession planning challenges facing owners in different professions? This Program will address a wide range of planning concerns that must be faced from both a tax and a non-tax perspective. Special attention will be paid to transferring professional practices, such as accounting., medicine and law.

Learning Objectives:

  • Identify the challenges to be faced when advising clients about business succession planning.
  • Recognize the tax planning solutions to freeze future appreciation of the business and provide needed liquidity for tax payments.
  • Recall specific concerns that members of different professions and businesses face in transferring a business interest.


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