Sep 29, 2022

Business Ownership Succession Planning – NBI Webinar

Mary C. King and Richard E. Scrimale will present “Business Ownership Succession Planning” on Thursday, September 29 at 1:00 p.m. EST for the National Business Institute.

About the program: 

It’s your job to help your business clients plan ahead, to allow them the freedom and peace of mind of leaving their business ventures in trusted hands. Are you prepared for the challenges of valuing professional practices, intricate control and asset entanglements, and future tax implications? This course will provide you with the tools and skills you need to help your clients determine their best course of action, to structure a detailed plan, and to implement it without a hitch. Register today!

  • Weigh top options of transfer of a business and identify which fits each client best.
  • Explore key legal and tax considerations that must be reviewed when transferring a company.
  • Accurately value tough-to-quantify business assets.
  • Find out how to leverage gifts and trusts in business succession.

Registration is required.