FEPCMD Breakfast Meeting "Business Succession Planning"
REGISTRATION IS CLOSED FOR THIS EVENT AS WE HAVE REACHED ROOM CAPACITY.
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