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Business Succession Planning Webinar
Business succession planning can seem complex and is often under-addressed by business owner clients. This session will equip you with practical legal and tax planning information to help identify gaps, ask better questions, and deliver product options to your clients.
What you’ll learn
• Understand key exit strategies and how early planning can impact long-term outcomes
• Explore how entity structure and timing decisions can materially affect after-tax results
• Navigate buy-sell agreement risks and structuring pitfalls by reviewing a popular case
It is important to note that tax consequences depend on each taxpayer’s specific facts and circumstances. The information provided is general in nature and is not intended, and should not be construed, as tax, legal, or accounting advice to any particular person or entity. Clients should consult their own tax advisor, legal counsel, or accounting professional regarding the application of tax laws to their individual situation.
Speakers
Mike Brogan
Life Divisional Sales Manager
Lincoln Financial
Patrick Conner
Partner
Husch Blackwell