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PRODID:-//ChamberMaster//Event Calendar 2.0//EN
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BEGIN:VEVENT
DTSTART:20241205T130000Z
DTEND:20241205T143000Z
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SUMMARY:Succession Planning Roundtable - Steps to Take to Protect your Family Business Assets
DESCRIPTION:Steps to Take to Protect your Family Business Assets\n\n\n\nYour succession plan should lay out a strategy to protect your assets and transfer ownership. Come learn about ways to significantly reduce future tax obligations\, ranging from trusts and lifetime gifts to tax-efficient investment planning. We'll also delve into the key points about redemption as an asset protection strategy\, and specific ways it can protect the assets of your family business.\n\n\n\nBea 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. Join us to learn how you can minimize your taxes while succeeding in the continuity of your family-owned business.  \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.
X-ALT-DESC;FMTTYPE=text/html:<span style="font-size:14px\;"><span style="font-family:arial\;"><strong>Steps to Take to Protect your Family Business Assets</strong></span></span><br />\n<br />\n<span style="font-size: 14px\;"><span style="font-family: arial\;">Your succession plan should lay out a strategy to protect your assets and transfer ownership. Come learn about ways to significantly reduce future tax obligations\, ranging from trusts and lifetime gifts to tax-efficient investment planning. We&#39\;ll also delve into the key points about redemption as an asset protection strategy\, and specific ways it can protect the assets of your family business.<br font-size:="" trebuchet="" />\n<br />\nBea Wolper of Emens Wolper Jacobs &amp\; Jasin and Meredith Sugar of Taft/ will facilitate this discussion\, give practical advice\, and answer any questions you may have.&nbsp\;Join us to learn how you can minimize your taxes while succeeding in the continuity of your family-owned business.&nbsp\;&nbsp\;<br style="font-family: sans-serif\, Arial\, Verdana\, &quot\;Trebuchet MS&quot\;\; font-size: 13px\;" />\n<br style="font-family: sans-serif\, Arial\, Verdana\, &quot\;Trebuchet MS&quot\;\; font-size: 13px\;" />\n<em style="font-size: 13px\; color: rgb(68\, 68\, 68)\; font-family: arial\, Arial\, Helvetica\, sans-serif\;">Generously sponsored&nbsp\;by&nbsp\;<a href="http://fa.morganstanley.com/fortis/">M</a><a href="http://fa.morganstanley.com/fortis/">organ Stanley</a>&nbsp\; &nbsp\;</em></span></span><br font-size:="" trebuchet="" />\n&nbsp\;\n<hr /><br font-size:="" trebuchet="" />\n<span style="font-family: corbel\, sans-serif\;"><span style="font-size: 10pt\;">It is never too early to think about succession planning in a family owned business!&nbsp\;&nbsp\;</span></span><span style="font-family: corbel\, sans-serif\; font-size: 13.3333px\;">This dynamic quarterly peer group is facilitated by</span><span style="font-family: corbel\, sans-serif\;"><span style="font-size: 10pt\;">&nbsp\;Bea Wolper of Emens Wolper Jacobs &amp\; 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\;&nbsp\; attending together with successors or next gens is very important and beneficial.</span></span>
LOCATION:Ohio Dominican University Griffin Student Center - ROOM 258-259 1215 Sunbury Rd. Columbus\, Ohio 43219 Please print and place this PARKING PASS on your dashboard.
UID:e.9081.7798
SEQUENCE:3
DTSTAMP:20260504T125424Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/succession-planning-roundtable-steps-to-take-to-protect-your-family-business-assets-7798
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