Succession Planning Roundtable

Event Sponsors

Date and Time

Thursday Jan 12, 2023
8:00 AM - 9:30 AM EST

8:00-9:30 a.m.

Location

Ohio Dominican University
Griffin Student Center - ROOM 258
1215 Sunbury Rd.
Columbus, Ohio 43219

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Fees/Admission

Free for Conway Center members.

Contact Information

Amy Dotts, COO & Events Manager
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Succession Planning Roundtable

Description

Tax Benefits of a Thoughtful Succession Plan

Join 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.

Discussion will include:

Gift tax vs. estate tax
Utilizing value discounts
Considerations of gift or stock bonus

Other options to reduce taxes during a transition will be discussed including:

How to wisely transfer assets
How to exit the business with tax planning
Determining which is best - Transfer now? Transfer at death? Transfer over time?

Join 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.

Generously sponsored by M organ Stanley

It 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.