Altair Advisers

Planning for the Business Owner: Differentiating Reality from Theory

Date: Thursday, January 18, 2024
Time: 12:00pm - 1:30pm
Location: University Club of Chicago, 76 East Monroe Street | 9th Floor Cathedral Room, Chicago, IL 60603
Speaker: Louis S. Harrison, Harrison LLP


Planning for family businesses continues to be enigmatic, due to the interplay between estate taxes, income taxes, generational business succession, family dynamics, and financial considerations.  Planners can develop systematic and effective approaches to assist business owners in successfully transferring the business to an appropriate successor owner.  In developing a plan and advising the business owner, planners should consider strategies like bifurcating equity into control/non-controlling interests, building practical safeguards around voting rights, borrowing, and the development of a Family Business Mission Statement.


Course Level:  Advanced

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