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Concurrent Session Onsite and Online

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
Date/Time
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Overview
Prerequisites
For individuals at all organizational levels
Advanced Preparation
None
Session Tags
Real Estate