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DTSTART:20230112T130000Z
DTEND:20230112T143000Z
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SUMMARY:Succession Planning Roundtable
DESCRIPTION:Tax Benefits of a Thoughtful Succession Plan\n\n\n\nJoin us for this important session focusing on current tax laws\, strategy\, and planning that can help your family business build a succession plan that reduces tax impacts.\n\n\n\nDiscussion will include:\n\n Gift tax vs. estate tax\n Utilizing value discounts\n Considerations of gift or stock bonus\n\nOther options to reduce taxes during a transition will be discussed including:\n\n\n How to wisely transfer assets\n How to exit the business with tax planning\n Determining which is best - Transfer now? Transfer at death? Transfer over time?\n\nJoin us to learn how you can minimize your taxes while succeeding in the continuity of your family-owned business. Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion\, give practical advice\, and answer any questions you may have.\n\n\n\nGenerously sponsored by Morgan Stanley \n\n \n\n\nIt is never too early to think about succession planning in a family owned business! This dynamic quarterly peer group is facilitated by Bea Wolper of Emens Wolper Jacobs & Jasin Law Firm and Meredith Sugar of Taft/. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your family business to the next generation. This program is not just for founders/owners\; attending together with successors or next gens is very important and beneficial.
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\nTax Benefits of a Thoughtful Succession Plan
\n
\nJoin us \;for this important session focusing on current tax laws\, strategy\, and planning that can help your family business build a succession plan that reduces tax impacts.
\n
\nDiscussion will include:\n\n - Gift tax vs. \;estate tax
\n - Utilizing value discounts
\n - Considerations of gift or stock bonus
\n
\nOther options to reduce taxes during a transition will be discussed including:\n\n\n - How to wisely transfer assets
\n - How to exit the business with tax planning
\n - Determining which is best - Transfer now? Transfer at death? Transfer over time?
\n
\nJoin us to learn how you can minimize your taxes while succeeding in the continuity of your family-owned business. \; \;Bea Wolper of Emens Wolper Jacobs &\; Jasin and Meredith Sugar of Taft/ will facilitate this discussion\, give practical advice\, and answer any questions you may have.
\n
\nGenerously sponsored \;by \;Morgan Stanley \; \;
\n \;\n
\nIt is never too early to think about succession planning in a family owned business! \; \;This dynamic quarterly peer group is facilitated by \;Bea Wolper of Emens Wolper Jacobs &\; Jasin Law Firm and Meredith Sugar of Taft/. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your family business to the next generation. This program is not just for founders/owners\; \; attending together with successors or next gens is very important and beneficial.
\n \;
LOCATION:Ohio Dominican University Griffin Student Center - ROOM 258 1215 Sunbury Rd. Columbus\, Ohio 43219 Please print and place this PARKING PASS on your dashboard.
UID:e.9081.7269
SEQUENCE:3
DTSTAMP:20260505T122749Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/succession-planning-roundtable-7269
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