Business Succession Planning

With: Jaye E. Tritz

Business Succession Planning

Session#: 932-21

The biggest tragedy that can befall a small company is the death of an owner or other key employee, especially if there is no succession plan in place. We will examine various types of succession plans, including buy-sell agreements, family partnerships, entity conversions and gifting strategies. We will discuss the tax consequences, both to the business and to the estate of the deceased owner.

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  • Business Succession Planning

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