Description
Learn a better way to counsel family business clients on their business, tax, and succession planning strategies after attending this course. Our national faculty with share high-level analysis of this year’s critical developments and will teach you how these developments should influence you and your client’s approach to business operations and succession planning. This year’s course will examine:
- Changing family dynamics, work force challenges, and governance issues
- Buy-sell agreements, business valuation, and life insurance
- Estate planning – recent developments and sophisticated strategies
- Income tax effects on business strategy and on trust/estate administration