Podcast: Tax News Now Ep. 11 - Beyond the Numbers: Family-Centered Succession...
Learning objectives
- Analyze business succession scenarios to recommend ownership transition strategies that balance control, fairness among beneficiaries, liquidity needs, and tax efficiency.
- Evaluate estate planning options under varying federal and state estate tax regimes, including the use of lifetime gifting, portability constraints, and instruments such as revocable trusts, irrevocable life insurance trusts, GRATs, and QPRTs.
- Apply interdisciplinary planning practices by coordinating with legal and financial professionals, establishing foundational documents, and implementing communication strategies that move clients from indecision to actionable plans.
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Becker Professional Education Sponsor I.D. Numbers NASBA: 107294, New York: 002087, New Jersey: 20CE00226700, Texas: 009580, Ohio: CPE.186, Illinois 158.002405, Pennsylvania: PX177823