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Webinar

GBQuarterly: Tax-Savvy Estate and Succession Planning for Business Owners

Date/Time

September 19, 2024

11:30 AM – 12:30 PM EDT

Location

Webinar

As the saying goes, nothing lasts forever — and that goes for most companies. Then again, with the right succession plan in place, you can do your part to ensure your business continues down a path of success for at least another generation.

Set your business up for success by joining GBQ’s Tax Directors Scott Eichar and Julie Drumm as they share valuable information on the essential elements involved in crafting an effective succession and estate plan, including:

  • Overview of the current tax laws and their impact
  • Key considerations for transferring business ownership smoothly and tax-efficiently
  • In-depth look at the roles of trusts and wills in estate planning

This webinar qualifies for 1.0 hour of CPE based on Ohio CPE requirements.

Please note our webinar sessions can accommodate a maximum of 250 individuals. Should you experience difficulties accessing the live broadcast, it is likely due to reaching attendee capacity. For your convenience, a recording will be made available on our webinar recording webpage following the presentation.

Speakers

Scott Eichar Director, Tax & Business Advisory Services
Julie Drumm Director, Tax & Business Advisory Services