Planned Succession Estate Planning Considerations for Business Owners

Presented by 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

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