Planned Succession: Estate Planning Considerations for Business Owners

Guest Speaker: Samuel DiPietro, JD, CPA, LLM (Tax), MS (Taxation), Attorney, Spencer Fane, LLP

This session is designed for CPAs, especially those working with business-owner clients, who want to understand how proactive estate planning before a sale can reduce estate and income tax exposure and help clients keep more of what they’ve built.

• Start the Plan Before the LOI: Learn which documents, records and trusts your business-owner clients need in place well before a sale, while every structuring option is still on the table.
• Help Clients Keep More of What They Built: See how valuation discounts, SLATs, non-grantor trusts and CRUTs can move value out of a taxable estate and ease the state income tax hit on a sale.
• Unlock the Full Power of QSBS: Walk through a real example of how gifting Section 1202 stock to non-grantor trusts can multiply the gain exclusion and potentially take taxable gain to $0.

Seating is limited. Reserve your spot today.

Licensed CPA – 1 CPE Credit Hour‍