AUT2005. Estate and Succession Planning for Dealers
This session will discuss current planning strategies with respect to family succession, outside sales, estate and income taxes, as well as a discussion of some of the pitfalls of traditional succession structures.
Learning Objectives:
- Strategies addressing family issues which often impeded succession
- Participants will become more aware of viable exit strategies and family or management transaction alternatives
Date/Time
Oct 22
2:30 PM–3:20 PM
CPE Credits
1.0
NASBA Field of Study
Business Management and Organization
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None