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CBSA Webinar: The Pandemic and New Estate Tax Law: Assuring the Successful Continuation of Your Company
In understandable language, business owners will learn about the tools and strategies needed for business succession, wealth preservation and the eventual transition of assets. Typically, as business owners become more successful, they also become more vulnerable. This webinar discusses techniques to combat those vulnerabilities and assure that the successful business remains just that – successful!

You will learn:
- Why successful businesses can fail
- The importance of coordinating estate plans with succession plans
- Addressing active vs. inactive children in a family business
- Liquidity issues
- Valuation methodologies that will satisfy the IRS while lowering the tax bill
- The proper type of buy-sell agreements that allow for maximum tax savings
- Insurance funding mistakes that often result in millions of dollars in taxes that could have been legally avoided

The webinar wraps up with a real-life family business case study that is sure to strike a chord with all attendees. Special attention will be given to the most recent tax act and how the current federal estate tax benefit can end up harming businesses – and how to avoid that situation.

You will leave this webinar understanding:

1. If your succession plan is consistent with current tax law, business structure and family involvement
2. That simply having a plan isn’t sufficient. The result of the plan will vary significantly depending on what types of trusts, buy/sell agreements, life insurance and valuation you have – they are not all the same
3. How to address active and non-active children when planning for succession in a family business
4. How to avoid life insurance mistakes that can create significant tax liability and loss of benefits
5. Much more

Privately held business owners, including spouses and family members, as well as CFOs will benefit from this webi

Sep 16, 2020 10:00 AM in Central Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Courtney Karr.