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Revisit valuation and business transitions before key estate tax law changes

10/3/2024 01:00 PM - 02:00 PM (CT)

Type: Live Webinar

Industry: Construction and Real Estate, Financial Services, Manufacturing

Service: Private client services

Seats Remaining: 922

Event Contact:

Name: Forrester Sey

Phone: 404.420.5720

Email: forrester.sey@wipfli.com


Key estate tax law changes may go into effect at the end of 2025. This could impact business transition planning. Start preparing now during a free webinar with Wipfli.

On October 3, a panel of Wipfli tax, finance and valuation professionals will explain what’s ahead. Register today to hear holistic and timely perspectives on business succession planning. Attendees will also learn how to:

  • Evaluate business transition plans versus the transferability of a business.
  • Incorporate business and personal goals into your succession plans.
  • Start the transition planning process.
  • Strengthen value in preparation for a transition.
  • Address transferability within your company.

Our panelists will also answer questions during the live webinar.

2025 will be here before you know it. Act now so you have more options and strategies available to you. Start by registering today.

Speakers

Lally_Paul
Paul T. Lally
Partner
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Audra Moncur
Audra M. Moncur, CPA, ABV
Partner, Business Valuation and Transaction Support Services
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Colin Johnson
Colin Johnson
Managing Director, Wipfli Corporate Finance
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Chris Lockhart
Chris Lockhart, CPA
Partner
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