Basics of Estate Planning for Business Owners, Part 2

Basics of Estate Planning for Business Owners, Part 2
 
Presented by Dan Krause and Nelson Donovan
 
 
We 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.
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:

• Tax, Estate Planning, Corporate, Partnerships, LLCs, and Employee Benefits

• Tax Strategies which should be considered by the owner of a closely held business
• Tax Returns
• Financial Statements