FEPCMD Breakfast Meeting "Business Succession Planning"

Date: Wednesday, February 8, 2023
Time: 8:00am - 9:30am
Location: Skyline Club, 2000 Town Center, Top Floor, Southfield, MI 48075
Speaker: Julius H. Giarmarco, J.D., LL.M.

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REGISTRATION IS CLOSED FOR THIS EVENT AS WE HAVE REACHED ROOM CAPACITY.

Agenda:

8:00 am to 8:30 Breakfast Buffet (breakfast buffet will remain open during the presentation so feel free to arrive when you are able)

8:30 am to 9:30 Presentation

Key Presentation Take-Aways:

1) Non-Tax Considerations in Business Succession Planning

2) Succession and Estate Planning Techniques for Closely-Held Businesses, including Installment Sales to Grantor Trusts, Spousal LIfetime Access Trusts, and Holding Companies

3) Using and Reporting Defined Value Gifts

Related Document(s):

See Upcoming Event Calendar