Loading Events

« All Events

  • This event has passed.

Family Office Fridays: Estate Liquidity Planning for Owners of Closely Held Businesses

August 20, 2021 @ 2:00 pm - 3:00 pm EDT

KPMG CPE Webinar

Participants of the live webinar will be eligible for 1 free CPE credit.


Often a key reason that a closely held business does not successfully pass to future generations is insufficient liquidity tax planning for the original owner’s estate. Despite their best efforts to reduce expected estate tax liability before death, it is rarely possible to avoid such liability altogether. Advance consideration should be given to planning for the payment of the estate’s tax liability, among other estate expenses. Furthermore, with a planned reduction in the lifetime exemption looming, and with the possibility of further increases in taxes associated with a taxpayer’s death on the horizon, it is now as important as ever to consider planning in this area.

Please join KPMG LLP for a webcast with professionals from our Washington National Tax practice that will discuss select considerations in addressing tax efficient liquidity planning for a decedent’s estate:

  • Life Insurance and Irrevocable Life Insurance Trusts
  • Section 6166 Deferral of Estate Tax Due
  • Graegin Loans
  • Section 303 Redemptions
  • Buy / Sell Agreements

Please join us for what promises to be an insightful and informative webcast.


Robert Keller

Robert Keller

Partner, Washington National Tax, KPMG LLP

Featured speakers

Brad Sprong

Brad Sprong

Partner, National Tax Leader, KPMG Private Enterprise, KPMG US

Tracy Thomas Stone

Tracy Thomas Stone

Principal-in-Charge, Tax, KPMG US

Scott Hamm

Scott Hamm

Managing Director, Washington National Tax – Estates, Gifts, and Trusts, KPMG LLP

2 Responses to “Family Office Fridays: Estate Liquidity Planning for Owners of Closely Held Businesses”

  1. I attended this event last Friday (8/20/2021), but I’m not sure how to obtain the CPE Certificate? Could you please let me know how to obtain that?

    I enjoyed the presentation as it was very informative.

    Thank you,
    Arletta Miller

  2. You will need to contact the CPA firm directly at https://www.kpmg.us/contact-us.html or email one of the presenters directly.

Leave a Reply

Subscribe Here