Business Succession Planning-Tax/Non-Tax Issues to Consider
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REGISTRATION FOR THIS EVENT IS CLOSED
WALK-INS ARE NOT GUARANTEED A MEAL
LUNCH MEETING
THURSDAY, JANUARY 5, 2023
NORTHWOOD CLUB
6524 Alpha Road, Dallas, Texas
(Virtual Option Not Available/Presentation Will Not Be Recorded)
(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)
RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY DECEMBER 28 (5:00 P.M.) REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE.
Business Succession Planning:
Tax and Non-Tax Issues to Consider
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DAN MCCARTHY
Sponsored by Regions Bank and The Dallas Foundation
Business succession planning is critically important for owners of both family-owned and privately-owned businesses. The value of the business may represent a substantial portion of the net worth of the owner. To have the best chance of success, care must be taken to implement a succession plan that meets the objectives of the owner as a plan may take several years to implement. Advisors must collaborate with the owner to develop the goals in both the near-term and long-term. The succession plan should include control and governance issues, transfer provisions, and buy-sell, financing, and compensation considerations. The presentation will address income and estate and gift tax issues in implementation during life and at death. Daniel McCarthy (Wick Phillips) works with closely-held businesses and their owners to devise business structures to minimize income and estate tax, facilitate effective business succession plans, and protect assets. Dan focuses his practice on federal income and estate and gift taxation matters with a particular focus on pass through entities such as partnerships, limited liability companies, and Subchapter S corporations. Dan is certified by the Texas Board of Legal Specialization in both Tax Law and Estate Planning & Probate.
There is continuing ed credit pending for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.
Please register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER. If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Vaquero Private Wealth, Parkland Foundation, Mercer Advisors, The Catholic Foundation, Heritage Auctions, Children’s Medical Foundation, Regions Bank, View Capital Advisors, Happy Trust Company and The Dallas Foundation. WE WOULD LIKE TO THANK OUR PATRONS: RGT Wealth Advisors, Davis Stephenson, Bluecrest FA, Bisignano Harrison Neuhoff, Heritage Auctions, Eisner Advisory Group, McBride & Associates at Merrill Lynch Wealth Management, Signet Art, Argent Trust, Glast Phillips Murray, Forvis, Stout Risius Ross, Carr Riggs & Ingram, Nexus Advisors
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THE CONTINUING EDUCATION SUBMISSION LINKS ARE DISPLAYED IMMEDIATELY AFTER REGISTRATION. SIGN-IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SUBMISSION DEADLINE: 1/10/23
