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.

Michael D’Addio, Principal, Tax & Business Services – Marcum LLP
Juliet Song, Partner-in-Charge, Tax and Business – San José – Marcum LLP

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:

  • Explain how estate planning ties to the security of your business
  • Identify ways to protect the business and your heirs
  • Identify how to mitigate income, gift, estate, and generation-skipping transfer taxes with a future sale
  • Explore best practices for businesses that might sell, whether in the near-term or years from now
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Taxes
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.