Learn Ways to Help Your Family Business Clients with Estate and Succession Planning
This two-hour audio seminar on Thursday, September 25, provides a practical and useful review of the estate planning issues that must be addressed in the representation of a business owner. Presented by noted estate planner, author and educator, Steven G. Siegel, J.D., LL.M., this insightful program offers a number of alternative solutions to the most commonly-faced concerns in estate and succession planning for your clients who own businesses. Siegel, an outstanding speaker and presenter, will provide practical explanations and helpful tips on this important topic, so you can advise your clients with confidence.
Program Topics
Some of the principal topics to be addressed by Steve Siegel include:
Key Non-Tax Succession Planning Issues
Choice of Entity and Valuation Issues, Including Discounting
Transferring the Family Business Interest (Gifting Techniques, Popular Valuation Freezing Techniques, Charitable Bail Outs)
Buy-Sell Agreements: The Issues That Arise and How to Address Them
S Corporations: Special Planning Issues
Liquidity Issues in Succession Planning, Including Life Insurance Planning, ESOP Opportunities, and Sec. 303 and 6166 Opportunities
Learning Objectives
Obtain a comprehensive understanding of key estate planning issues for family business owners
Identify opportunities where estate planning techniques may benefit clients who own their own businesses
Understand key issues, concerns and strategies with choice of entity for the family business
Who Should Attend
All accountants, attorneys, financial planners and other professionals who advise clients on estate planning, trust planning and wealth management matters will benefit from this practice-oriented seminar.
Register today for this insightful program on Thursday, September 25 at 1 PM Eastern, Noon Central; 10 AM Pacific.
Steven G. Siegel, J.D., LL.M. (Taxation) Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a B.S. from Georgetown University, a J.D. from Harvard Law School, and an LL.M. in Taxation from New York University.
He is the author of several books and is a nationally-recognized writer and speaker who has lectured extensively throughout the United States on tax, business and estate planning topics. Mr. Siegel has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
Site License: $249 – Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. ($25 CPE fee additional for each person wishing to receive a CPE certificate for their participation.)
CD Recording: $249 – The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
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