Don’t Just Sell Your Business, Preserve It –
Various Estate and Tax Considerations When Selling a Business

GREATER LOS ANGELES VIRTUAL CHAPTER EVENT

Don't Just Sell Your Business, Preserve It - Various Estate and Tax Considerations When Selling a Business


This presentation will discuss advanced strategies which can be implemented by business owners to reduce the impact of income, capital gains and estate and gift taxes when selling a business.

 

Learning Objectives:

  • Understanding the importance of estate planning for business owners
  • Discussing advanced planning options available to business owners, including the creation and funding of various trust structures
  • Understanding the options available to avoid or mitigate estate, gift and income taxes

 

About the Presenters:

Learn from industry experts, Michael Feispor, Attorney, Weinstock Manion, and Andrea Kushner, Director, Bernstein.

Meet the Presenters

 

Thank you to our Sponsor:

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILosAngeles.org.

About the Presenters


Michael Feispor

Michael Feispor

Attorney, Weinstock Manion

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Andrea Kushner

Andrea Kushner

Director, Bernstein

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Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).