What steps are you taking to develop a well-thought-out succession plan?

Transferring ownership of the business that you worked so hard to build can create significant anxiety. Join Baker Tilly as we help you navigate the tax, business, personal, and family issues involved with family business transitions and estate planning.

This program will assist business owners and executives, along with their spouses and family members, in identifying the important steps to take when planning the transfer of ownership and, eventually, control of your business.

Our panel of experts will address frequently asked questions such as:

Are we ready to transfer ownership and/or control of our family business?

Am I financially ready to transfer wealth?

What is the value of our business, and how should we structure the business for effective succession?

How do we address family and business dynamics as part of our business transition and estate plan?

What legacy will we leave behind to our family, business, and community?

With a $5.12M gift/estate tax exemption scheduled to revert back to $1M in 2013, historic low interest rates, and the availability of valuation discounts, 2012 is an excellent time to address shifting ownership and making tax-free gifts now.

Space is limited. Visit the event website to register.