Tax Minimization Strategies in Business Succession Planning
Business succession planning intersects with estate planning, income tax planning, and continuity of management. Using the various techniques for passing along the family business – grantor trusts, FLPs, LLCs, buy-sell agreements, and life insurance – requires an understanding of the various tax traps inherent in these strategies. In this presentation you will learn some of the more common income tax aspects of succession planning and how to minimize income tax consequences of various techniques.
Presented by: Daniel B. Capobianco, JD, CPA
CLE: 1.5 general credit
States Pre-Approved: AR, CA, NV, MO, NJ, NY, OK, PA, VT
(AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: CO, GA, IL, NC, OH, UT
We will apply for approval in other US states as registrations warrant,* with exception to the following: KS, RI, VA, WA**
* Approval process times will vary
** We will supply you with the information needed to self-apply
WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.
