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
- 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?
Generously sponsored by Morgan 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.
