Recent tax proposals could bring many changes, especially for business owners. The potential loss of a “step-up in basis” could significantly change the way assets are transferred to heirs, along with a possible increase in capital gains rates. These changes could have significant consequences to the next generation of business owners. Many strategies are available to help mitigate the impact these potential changes may have on your family and business.

What you will learn:
Why your personal estate planning is critical
Why your business succession planning is not only critical for your business but your family too
Strategies for your family and business today and generations down the road