Please register for this recorded ATA webinar.
Webinar Description:
For most family-owned and closely held businesses, planning for succession is the toughest challenge they face. Developing a successful generational transition is often the issue that most concerns owners who hope their creation will thrive into the future. However, succession planning can also be a great opportunity to develop a strong, multi-generational institution that embodies the family's values and mission. The session will provide a deep dive into the following Succession Planning topics:
- Generational/Management Transition
- Gift and Estate Planning
- Sale of the Company
About the Presenters:
Greg Allison, Tax, Business and Succession Planning Shareholder
Greg focuses on estate and succession planning for business owners, executives, and other employees. He also assists clients with researching, understanding and planning through complex tax issues impacted by multiple aspects of federal and state tax laws. Greg is also responsible for the preparation of annual income tax returns for estates and trusts in addition to the preparation of gift tax returns, federal estate tax returns and state inheritance tax returns.
Dave Brinkman, Investment Relationship Senior Manager, Schneider Downs Wealth Management Advisors
David is an Investment Relationships Manager with over 10 years of experience within the financial services industry. He predominantly works with high-net worth individuals and families, not-for-profit entities, defined benefit and defined contribution retirement plans advising on various topics including holistic financial planning, income tax optimization, asset allocation and investment portfolio construction and estate planning strategies. He specializes in the development and execution of comprehensive financial plans to help clients meet their short and long-term financial goals.
National Accounting and Finance Council (NAFC) members are eligible for an hour of CPE credit for attending this webinar. For details on the CPE and membership, contact Jenny Wieroniey at jwieroniey@trucking.org.
This is a "Group Internet Based" offering and no prerequisites are required. NAFC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Ave North #700, Nashville, TN 37219.
**NOTICE: ATA webinars are strictly educational for our members, and are not press events. The information contained in this webinar is not intended for, nor should it be used in, the production, editing or creation of news or analysis pieces. Participants are also forbidden from using them as background for published materials, white papers or other communications. Therefore, the contents of this webinar are strictly embargoed and off the record.