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Business Interest Succession Planning After the Tax Cuts and Jobs Act of 20...

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Monterey Concessions at Encino

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Join us for this complimentary CPE seminar where we will discuss:

  • Relationships Between Estate Planning and Business Interest Successions
  • Special Succession Planning Techniques, Valuation, Discounting, Buy-Sell Agreements and Other Shareholder Arrangements
  • Review of Selected Provisions of the Tax Cuts and Jobs Act and Their Application
  • Redemptions and Third-Party Sales
  • Recapitalization and Freeze Techniques
  • Sales to Defective Trusts
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Monterey Concessions at Encino

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