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DTSTART:20181113T173000Z
DTEND:20181113T190000Z
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SUMMARY:Basics of Estate Planning for Business Owners\, Part 2
DESCRIPTION:Basics of Estate Planning for Business Owners\, Part 2\n\n \n\nPresented by Dan Krause and Nelson Donovan\n\n \n\n \n\nWe will continue from Part 1 last month to learn how to help clients successfully transition a family business to the next generation   and further sharpen our working knowledge of several areas of the law. \n\nWe will continue to explore and learn in the following areas\, including various issues and processes\, so we can properly serve and prepare our business clients:\n\n	Tax\, Estate Planning\, Corporate\, Partnerships\, LLCs\, and Employee Benefits\n\nWe will also explore and learn:\n\n\n	Tax Strategies which should be considered by the owner of a closely held business\n	Tax Returns\n	Financial Statements\n\n \n\n \n\nWednesday\, December 12\, 2018\n\nLunch at 11:30 am **\n\nPresentation at 12:00 pm\n\nCommunity Room of the\n\nState Bank of Cross Plains\n\n744 North Main Street in Oregon\n\n \n\nRSVP by Tuesday\, December 11\, 2018 at\n\nhttp://whoozin.com/QPC-RJK-GYR9\n\n \n\n** Once you've registered for a Food & Facts seminar\, Monica will contact you the week of the event for your lunch selection. Please direct any questions to Monica at mengel@kdelp.com or by calling (608) 268-5751.
X-ALT-DESC;FMTTYPE=text/html:<img height="70" src="file:///C:/Users/Staff/AppData/Local/Temp/msohtmlclip1/01/clip_image002.gif" style="height:.729in\;width:2.791in\;" width="268" /><br clear="ALL" />\n<strong><span style="font-family:belleza\;"><span style="font-size:24.0pt\;">Basics of Estate Planning for Business Owners\, Part 2</span></span></strong><br />\n&nbsp\;<br />\n<span style="font-family:belleza\;"><span style="font-size:18.0pt\;">Presented by Dan Krause and Nelson Donovan</span></span><br />\n&nbsp\;<br />\n&nbsp\;<br />\n<span style="color:black\;"><span style="font-family:arial\,sans-serif\;">We will continue from Part 1 last month to learn how to help clients successfully transition a family business to the next generation &ndash\; and further sharpen our working knowledge of several areas of the law. </span></span><br />\n<span style="color:black\;"><span style="font-family:arial\,sans-serif\;">We will continue to explore and learn in the following areas\, including various issues and processes\, so we can properly serve and prepare our business clients:</span></span>\n<ul>\n	<li style="color:black\;margin-bottom:10.0pt\;margin-left:0in\;"><span style="font-family:arial\,sans-serif\;">Tax\, Estate Planning\, Corporate\, Partnerships\, LLCs\, and Employee Benefits</span></li>\n</ul>\n<span style="color:black\;"><span style="font-family:arial\,sans-serif\;">We will also explore and learn:</span></span>\n\n<ul style="list-style-type:circle\;">\n	<li style="margin-top:0in\;margin-right:0in\;margin-bottom:10.0pt\;"><span style="color:black\;"><span style="font-family:arial\,sans-serif\;">Tax Strategies which should be considered by the owner of a closely held business</span></span></li>\n	<li style="margin-top:0in\;margin-right:0in\;margin-bottom:10.0pt\;"><span style="color:black\;"><span style="font-family:arial\,sans-serif\;">Tax Returns</span></span></li>\n	<li style="margin-top:0in\;margin-right:0in\;margin-bottom:10.0pt\;"><span style="color:black\;"><span style="font-family:arial\,sans-serif\;">Financial Statements</span></span></li>\n</ul>\n&nbsp\;<br />\n&nbsp\;<br />\n<span style="font-family:belleza\;"><span style="font-size:18.0pt\;">Wednesday\, December 12\, 2018</span></span><br />\n<span style="font-family:belleza\;"><span style="font-size:18.0pt\;">Lunch at 11:30 am **</span></span><br />\n<span style="font-family:belleza\;"><span style="font-size:18.0pt\;">Presentation at 12:00 pm</span></span><br />\n<span style="font-family:belleza\;"><span style="font-size:18.0pt\;">Community Room of the</span></span><br />\n<span style="font-family:belleza\;"><span style="font-size:18.0pt\;">State Bank of Cross Plains</span></span><br />\n<span style="font-family:belleza\;"><span style="font-size:18.0pt\;">744 North Main Street in Oregon</span></span><br />\n&nbsp\;<br />\n<span style="font-family:belleza\;"><span style="font-size:18.0pt\;">RSVP by Tuesday\, December 11\, 2018 at</span></span><br />\n<span style="font-family:belleza\;"><span style="font-size:18.0pt\;"><a href="http://whoozin.com/QPC-RJK-GYR9">http://whoozin.com/QPC-RJK-GYR9</a></span></span><br />\n&nbsp\;<br />\n<em><span style="font-family:arial\,sans-serif\;"><span style="font-size:11.0pt\;">** Once you&rsquo\;ve registered for a Food &amp\; Facts seminar\, Monica will contact you the week of the event for your lunch selection. Please direct any questions to Monica at <a href="mailto:mengel@kdelp.com">mengel@kdelp.com</a> or by calling (608) 268-5751.</span></span></em>
LOCATION:
UID:e.1255.11396
SEQUENCE:3
DTSTAMP:20260406T201440Z
URL:https://business.oregonwi.com/events/details/basics-of-estate-planning-for-business-owners-part-2-11396
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