Selling a Family Business: Legal, Financial, and Estate Planning Considerations


CATEGORY: Taxation

SPEAKER: Host/Moderator: Jonathan I. Shenkman, AIF®, President, Shenkman Wealth Management
1) Bernadette Kasnicki, Esq., LL.M, Partner, Rivkin Radler, LLP
2) Michael Richmond, Managing Director, The DAK Group
3) Avi Sinensky, Esq., Partner, Rivkin Radler, LLP

DATE: Any Day Mon.-Thurs. July 15-18
Any Day Mon.-Thurs. Aug. 19-22
Any Day Mon.-Thurs. Sep. 9-12

TIME: View Anytime Between 9:00 A.M. - 5:00 P.M. Eastern - Seminar Duration is 1 Hour

LOCATION: All New (2023) Pre-Recorded Webinar With Live Q&A

This program will cover the business, legal, and estate planning issues that arise when selling a family business. The panelists will cover the preparation, negotiation and closing of the sale of a family business. Special attention will be given to market trends, legal issues, and tax planning ideas.

Topics & Learning Objectives Include:

  • Important legal steps to take when planning to sell a family business.
  • Key legal issues that a family should expect as part of the sale process.
  • What a company can do in today’s environment to prepare for a sale?
  • How does a recession/high interest rate environment impact valuation?
  • On the tax and estate planning side, what are the big picture questions families should be asking once they know that they are interested in selling the family business?
  • Options that will mitigate the tax consequences of a sale.
  • Strategies to tax efficiently having one’s children share in the benefits of the sale.
  • Program Level: Overview
  • Prerequisites: Basic Knowledge of Federal Taxation
  • Advance Preparation: None Required
  • $100.00 $49.00
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