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Estate Planning Strategies and Succession Pitfalls for the Business Owner
Join Tannenbaum Helpern for a discussion of timely estate planning issues for business owners.
When and where
Date and time
Tuesday, March 28 · 4 - 6:30pm EDT
Location
Tannenbaum Helpern Syracuse & Hirschtritt LLP 900 3rd Avenue New York, NY 10022
About this event
- 2 hours 30 minutes
- Mobile eTicket
Join Tannenbaum Helpern partners Jordan Linn, James Rieger and Maryann Stallone, along with David Orsolino, CFP, of Strategies for Wealth, as they discuss timely estate planning issues for business owners, including:
- Challenges, Pitfalls and Common Mistakes in Succession Planning for a Family Business
- Business exit planning
- Does your business have a "Will"?
- Buy/Sell Options and How to Fund Them
- The Estate Tax Landscape and Liquidity Challenges
- Wealth Shifting Strategies and Dilemmas
Agenda:
4:00-5:00pm Program
5:00-6:30pm Reception