In this discussion we will be outlining why COVID-19, the governmental stimulus response, depressed valuations, the expectation of tax law changes and low interest rates have created the best planning opportunity in a generation for business owners. Business owners need to understand their strategic planning options to position themselves and their business for the best possible transition outcome. While most owners focus on making sure their business is ready, we will be discussing the need to make sure the owner is ready and understand their and their family’s needs and how to utilize today’s tax and structural opportunities to maximize their benefit. We will also discuss the crucial need for business owners to align themselves with collaborative professionals to ensure the best outcomes when contemplating a transition for their business.
- COVID-19 and the expectation on tax changes and Business owner opportunities
- Strategies all business owners should be aware of
- Planning opportunities for business owners and their families
- How to build a collaborative team of professionals for the best possible outcome
About the Presenters:
Learn from industry experts Joseph Drier, Senior VP, Wealth Management; Brian Lynch, VP, Wealth Management; Stuart McLeod, Senior VP, Wealth Management; William Shad, Head of Wealth Planning & Trust Consulting US.Meet the Presenters