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Tuesday, September 19, 2017 LivePassaic County Chapter

Closely Held Business Transfer & Exit Strategies / Social Security Update (E1709549)

8:30 AM - 12:30 PM EDT

Registration: 8:00 AM EDT

Brownstone House

351 W. Broadway
Paterson , NJ 07522

2 CPE Credits in PD
2 CPE Credits in TX

OVERVIEW

In this session, learn several ways closely held business owners can either sell their interest to a co-owner, or transfer the business to a family member during life or at death. Then, hear an update on Social Security.

BENEFITS

Earn 2 CPE credits in PD and 2 CPE credits in TX.

HIGHLIGHTS

This session will:

  • Show the importance of a buy sell contract between non related business owners
  • Discuss why life insurance is an important funding option for buy sell planning
  • Discuss the importance of business valuation for buy sell planning and estate and
    gift tax planning
  • Show how a family business owner can transfer his or her business to the next
    generation during life or at death
  • Discuss estate and gift tax considerations

COURSE LEVEL

Intermediate

PREREQUISITES

Participants should have a basic understanding of federal income and estate taxes and business entities.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Early birds save $20 - late fee applied after 9/17. Season Pass holders must register for each event.

For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

INSTRUCTORS

Eleanor Galt-Lin

Eleanor Galt-Lin, CFP
(4.9)

Financial Advisor

Morgan Stanley

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Kenneth Horowitz

Kenneth Horowitz
(4.5)

Owner

Integrated Benefit Consultants

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PRICING

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form