August 10, 2021; 1PM-2PM Pacific Time / 4PM-5PM Eastern Time: Key Issues and Strategies in Planning for Business Transitions

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Family legacy and estate and tax planning have become a multi-advisor sport rife with potential conflicts and pitfalls.  Our panel of experts will discuss business and personal steps essential to planning for a successful business transition, including:  balancing family legacy with sensitive money discussions, red flags in legacy planning, assembling an advisory team to handle estate, tax and corporate planning, maximizing value and proceeds in the sale of a family business, and process readiness.   Questions from the audience will also be addressed.

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Expert Webcast is a sophisticated digital source of expertise for the professional and the business communities locally, nationally and cross-border. Producing the industry’s leading webcast panels covering corporate, M&A, restructuring and finance topics, Expert Webcast addresses timely and relevant issues faced by business owners, C-level executives, corporate advisers and institutional investors.