“PASSING THE TORCH WITHOUT GETTING BURNED: Key Legal Tax Consideration in Business Succession”

Business succession planning isn’t just about retirement—it’s about ensuring a smooth transition while minimizing tax headaches and legal pitfalls.  Effective business succession planning requires a coordinated approach that integrates tax strategies, legal structures, and estate planning considerations.

This seminar will provide a practical overview of key legal and tax issues in business succession planning, including:

• Structuring ownership transitions: sales, gifts, and intra-family transfers;
• Tax-efficient strategies using trusts, FLPs, and LLCs;
• Navigating estate and gift tax implications of business succession;
• Buy-sell agreements and their role in ensuring continuity;
• Addressing liquidity concerns and funding mechanisms;
• Valuation considerations and discount issues;
• Planning for liquidity and minimizing estate tax exposure;
• Common mistakes that derail succession plans—and how to avoid them

Registration Form: 2025 Spring CPE Registration Form