COR2242. Estate Planning, Gifts and Business Succession Planning

This session will explain the current estate and gift tax laws as they exist today, as well as, the 2026 changes that make planning today so important.  We will look at various tax efficient techniques used to transfer businesses to younger generations within the family. 

Learning Objectives:

• Analyze the current state of the estate and gift tax laws and various techniques of business succession.
• Compare various tax-efficient techniques used to transfer businesses to younger generations