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
Wednesday, December 12, 2018
Lunch at 11:30 am **
Presentation at 12:00 pm
Community Room of the
State Bank of Cross Plains
744 North Main Street in Oregon
RSVP by Tuesday, December 11, 2018 at
http://whoozin.com/QPC-RJK-GYR9
** 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.
Date and Time
Tuesday Nov 13, 2018
11:30 AM - 1:00 PM CST
Printed courtesy of www.oregonwi.com/ – Contact the Oregon Area Chamber of Commerce for more information.
101 Alpine Pkwy, Ste 204, Oregon, WI 53575 – (608) 835-3697 – director@oregonwi.com