Estate Planning for the Family-Owned Business Part 2 (Tax Planning)

This session will cover estate and tax planning for closely held businesses.

Discussion Highlights

• Bifurcation of control and ownership and other methods for facilitating the transfer of ownership interests
• Drafting and implementing buy/sell agreements and restrictions on transfer
• Other tax and estate planning considerations, including the issue of equalization
• Business succession

Speakers

Audience

• Wealth management professionals: advisors, managers, officers
• Trust professionals: managers, advisors, officers
• Estate planning professionals
• Private bankers
• Tax and financial professionals

Credits

ABA Professional Certifications: 2.00 CTFA

The Certified Financial Planners Board has granted 1.50 credit for this live webinar. Recordings are not eligible for CFP credits.

This intermediate level, Group Internet-based webinar is eligible for 1.80 CPE Credits for CPAs (Specialized Knowledge). Recordings are not eligible for CPE credits.

Prerequisite - Attendees should have background knowledge of the field of Wealth Management and Trust within the financial services industry.

Advanced Preparation - None

For more information regarding refund, complaint and program cancellation policies, contact American Bankers Association at 1-800-BANKERS.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.