Estate Planning and Exit Planning with Implications of the Anticipated Tax Bill

TWIN CITIES METRO AREA CHAPTER EVENT

Estate Planning and Exit Planning with Implications of the Anticipated Tax Bill



What does a Business Owner need to do to get his/her “house in order?”  Estate Planning is an important part of the Personal Preparedness leg of the three-legged Exit Planning stool.  Being prepared for the Five D’s will allow a business owner the ability to maintain a constant state of readiness.  Are you ready? 
 

This presentation is designed and presented from an Exit Planning perspective.  (This is NOT legal advice.) 

 

Learning Objectives:

  • How to manage your financial and personal affairs while you are alive 
  • How to distribute your wealth after your death 
  • How to avoid probate 
  • What critical estate planning documents to maintain  
  • How estate planning is part of a business owner exit plan 

 

Meet the Presenters:

Hear from Chapter President, Mark C. Hegstrom, AIF®, CEPA®, CPFA, Managing Partner, Certified Exit Planning Advisor™, Business Owner Succession Strategies, and Shaun M. Simma, CPA, CVA, CEPA, Simma Flottemesch & Orenstein, Ltd.

About the Presenter

 

Join our hybrid chapter event in a way that is most convenient to you, either in-person ($40), or virtually ($20).

 

Thank you to our Sponsors!

 

This meeting will be held at the Canadian Pacific Plaza.

Address: 120 South 6th St, Minneapolis, MN 55402

 

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.EPITwinCities.org.

About the Presenters


Mark C. Hegstrom, AIF®, CEPA®, CPFA

Mark C. Hegstrom, AIF®, CEPA®, CPFA

Managing Partner, Certified Exit Planning Advisor™,
Business Owner Succession Strategies

View Bio

Shaun M. Simma, CPA, CVA, CEPA

Shaun M. Simma, CPA, CVA, CEPA

Simma Flottemesch & Orenstein, Ltd.

View Bio