Wealth Transfer and Business Succession
By planning ahead and by taking advantage of valuable business succession strategies, you can:
- Keep your business in the family for next generation
- Use techniques that take advantage of the new estate tax bill – Portability, Joint Trust, Protective Inheritance Trust for children
- Reduce or eliminate unnecessary taxes – tax reform update
- Reduce risks you face protecting your estate and business assets and funding retirement
- Distribute business assets to your children active in the business; maintain fairness for your other children
- Continue to enjoy the privileges and potential of family business ownership into the next generation
Date and Time
Thursday Dec 11, 2014
6:00 PM - 8:00 PM CST
Thursday December 11th - 6:00 PM
Fees/Admission
FREE
Contact Information
All attendees must RSVP by Tuesday Dec. 9th; please email Mike Wise with your phone number.
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