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, NJ, NV, NY, OK, PA, VT

AK, AZ, CT, MO, ND, NH, TX eligible to claim credit

States Pending Approval: CO, GA, IL, NC, OH, TN, UT

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance. 

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.