Legacy by Design: Estate, Tax & Succession Strategies for Business Owners

You've built the business. Now build the plan for what comes next.
 
Most business owners spend years building their enterprise, yet many have not developed a coordinated strategy for transferring wealth, transitioning ownership, and minimizing estate taxes.

Join experts from Warren Sinclair LLP, Pivotal LLP, and Gillam-Judd & Associates for an engaging and practical discussion on the critical estate and succession planning strategies every business owner should understand.

Learn how legal, accounting, and financial planning professionals work together to help business owners:

• Reduce taxes at death
• Maximize the value passed to family and beneficiaries
• Prepare for business succession and ownership transitions
• Protect loved ones and key stakeholders
• Create a coordinated legacy plan aligned with their goals