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Succession Planning for Family-Owned Businesses

 

Understand how to successfully implement a succession plan to transfer ownership of family-owned businesses.

Many family-owned businesses who are preparing to transfer ownership to the next generation often do not understand the considerations that need to go into making the decision in a way that financially benefits both the current owner and future owner. They also do not understand how the transition needs to be structured to minimize any tax burden and avoid drama amongst family members. This topic helps the family-owned business decide whether to transfer ownership of the business while they are alive or at the time of their death. The topic also helps outline the process for transferring the business in a manner that will maximize financial gain to all parties and minimize any tax burden. Failing to plan in advance for the transfer of the family-owned business causes significant tax burden and potential turmoil in the family. This topic is critical for business owners and their advisors so they can ensure they know how to implement a plan to transition ownership of the family-owned business.

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Succession Planning for Family-Owned Businesses

Agenda

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Succession Planning for Family-Owned Businesses

Faculty

William A. Stetson

William A. Stetson

Finley Stetson

  • Partner at Finley Stetson
  • Practice emphasizes estate and income tax planning, representation of family-owned business entities, and representation of charitable entities
  • LL.M. degree in taxation, University of Florida; J.D. degree, Florida State University
  • Can be contacted at 561-265-5053 or [email protected]
No photo available

Christopher Finley

Finley Stetson

  • Partner at Finley Stetson
  • Practice emphasizes real estate, estate planning, and representation of family-owned business entities
  • LL.M. degree in estate planning, University of Miami; J.D. degree, Nova Southeastern University
  • Can be contacted at 561-235-5053 or [email protected]
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Succession Planning for Family-Owned Businesses

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