Plan a smooth business and wealth transition with proven tax, estate, and succession strategies for family-owned businesses.
Succession planning for family-owned businesses involves more than just passing on the company—it requires careful consideration of tax implications, estate planning, and wealth transition. This course explores how families can effectively plan for the transfer of both their business and their personal wealth. Participants will gain insight into the estate and tax consequences of succession, as well as practical strategies and tools to ensure a smooth transition.
We will examine commonly used insurance solutions, estate planning techniques, and tax strategies tailored to the unique needs of family enterprises. The course concludes with four real-world case studies, highlighting key lessons learned and common mistakes to avoid. Whether you're advising family business clients or managing one yourself, this course will help you approach succession planning with confidence and clarity.
Estate Planner
Tony is a tax & estate accountant and insurance advisor working with family-owned businesses providing estate, insurance and succesion planning solutions and strategies. Tony will provide sophisticated estate & insurance planning alternatives with a focus in helping business owners identify issues and opportunities relating to business succession planning. This approach will help clients through the complexities of wealth transition and tax minimization strategies.
