Selling a Family Business: Legal, Financial, and Estate Planning Considerations
CREDITS: 1
CATEGORY: Taxation
SPEAKER: Host/Moderator: Jonathan I. Shenkman, AIF®, President, Shenkman Wealth Management
Panelists:
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: Monday November 18, 2024
or Tuesday December 17, 2024
or Tuesday January 14, 2025
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.
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