Maximize Your Money - Negotiating Tax Challenges that Impact Your Family Business' Future
Date and Time
Thursday Mar 17, 2016
7:30 AM - 9:00 AM EDT
March 17, 2016
7:30 - 9:00 a.m.
Location
Ohio Dominican University
Community Room in Alumni Hall
1215 Sunbury Road,
Columbus, Ohio 43219
Fees/Admission
Free for members, $35 for non-members
Contact Information
Amy Dotts, Event Coordinator
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Maximize Your Money - Negotiating Tax...
Description
Ed Morrow, Director of Wealth Transfer and Tax Strategies for the Key Private Bank Family Wealth Advisory Service Group and Matt Stewart, Senior Financial Planner with Key Private Bank will present some “thinking outside the box” ideas for tax planning and asset protection for family businesses. Topics include:
- Update on tax laws
- Ways to minimize capital gains tax and estate tax on the sale or transfer of appreciated assets
- Methods to protect your wealth from lawsuits and creditors
