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PRE-TRANSACTION INCOME AND ESTATE TAX PLANNING FOR ENTREPRENEURS AND REAL ESTATE INVESTORS
November 8, 2023 @ 1:00 pm - 2:00 pm EST
Free
Participants of the free live webinar will be eligible for 1 CPE credit.
Proactive estate planning for entrepreneurs is as pressing as any other aspect of operating and growing your business. Active owner-operators are encouraged to attend this session to explore best practices for planning to ensure a legacy and minimize taxes. Additionally, we will explore some of the most significant pitfalls of failing to plan. Topics will address ideas for active businesses that plan to continue indefinitely as well as proactive tax strategies that can mitigate income and wealth transfer taxes for those who foresee the idyllic liquidity events associated with a sale in the future.
PRESENTER
Lance Lvovsky, Partner, Tax & Business Services – Marcum LLP
CPE CREDITS
| Program Description | Pre-Transaction Income and Estate Tax Planning for Entrepreneurs and Real Estate Investors |
| Important Notice Regarding CPE: | |
| Learning Objectives | After completing this session, participants will be able to:
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| Instruction Delivery Method | Group Internet Based |
| Recommended CPE Credit | 1 Credit |
| Recommended Field of Study | Taxes |
