A properly structured/coordinated estate plan can provide a successful business transition for an unplanned exit.
This meeting we will dive into a case study to illustrate the potential pitfalls to your business when you fail to create an estate plan and when you create an estate plan that fails to properly address issues specific to your business. This meeting will also incorporate a high level discussion of estate tax planning strategies that all professionals must consider when advising a business owner regarding exit and succession planning.
*PLEASE NOTE: This meeting will utilize the Zoom Breakout Rooms feature. After registering for the event, you will receive a Zoom Link from MemberExperience@beyondcepa.com. Please ensure you save this to your calendar to access the meeting. If you do not receive a confirmation e-mail within 15 minutes, please look in your Spam and Clutter mailboxes.
- Estate planning fundamentals
- Importance of a properly coordinated estate plan and advisory team
About the Presenter:
Learn from industry expert Esther Hopkins, Hopkins Law Group.Meet the Presenter