Maximizing Proceeds and Minimizing Tax in Family Business Transitions -Opportunities and Challenges in 2021. Aired on January 28, 2021
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The panel will discuss wealth, estate and tax planning strategies for family business owners contemplating a sale of the business, valuation metrics and imperatives, as well as administration of unique assets. We will also address topics of key interest, including gifting to family pre-transaction, use of Delaware trusts v. CA trusts, using charitable strategies to minimize taxes or fulfill family goals, and current estate tax exemption opportunities, particularly in light of contemplated legislative and tax changes, and take questions from the audience.
LEADING FIRMS SHARE KNOWLEDGE ON EXPERT WEBCAST