Businesses often flounder under generational transition. This presentation looks at the differences between Baby Boomers, Gen X, Gen Y and Gen Z and how the variation in priorities affects succession planning. Also, increased life expectancy has indirectly exacerbated most people’s greatest retirement fear… running out of money. Learn about planning opportunities.
DESIGNED FOR
All CPAs and accountants
BENEFITS
- Get an overview of the planning tools and techniques available to help businesses thrive with succession planning
- Understand the key variables (and a wild card) affecting the security of retirement income.
HIGHLIGHTS
- Understanding generational differences in values
- The keep versus sell conundrum
- Intra-family buy/sell agreements
- Common fallacies in retirement income planning
- The coming tax storm Social Security considerations
- Asset location tax planning
SPONSORED BY
PREREQUISITES
None
ADVANCE PREPARATION
None