Wednesday, September 22, 12-1 PM PDT
Did you know that small, family-owned, or ‘closely-held’ businesses have special estate planning opportunities?
Estate planning for owners of closely-held businesses is designed to avoid unintended consequences. The death of an owner can have significant estate and gift tax consequences that can be mitigated with lifetime and post-mortem estate planning techniques.
We will discuss estate and tax planning strategies for owners of closely-held businesses under current tax law and in light of proposed tax law changes.
Agenda
- Planning considerations under current tax law
- How proposed tax law changes impact these considerations
- Specific planning techniques
Steve started the full service tax law firm of Moskowitz LLP because he saw an opportunity to help smaller businesses and individuals see how the tax law can work for them. For more than 30 years, he has made it is his personal mission to help business owners and individuals take advantage of the tax law and the many incentives for tax savings that are provided by Congress.