EST2209. Planning for Closely-held Businesses

To submit a question or participate in polling, click the link above. Entrepreneurs have a unique set of estate and income tax problems, most of which are interrelated and require a planner who is well versed in both. This presentation will focus on the practical aspects of planning for the transfer of wealth for closely-held business owners whether they be in a family business or otherwise.

Learning Objectives:

• Identify what entrepreneurs need to consider regarding their major asset, the closely held business.
• Recognize how what is done for estate planning purposes has a direct impact on the income tax liability of the owner.
• Evaluate efficient ways to transfer entrepreneurial assets from one generation to the next.