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DTSTART:20240118T180000Z
DTEND:20240118T193000Z
LOCATION:University Club of Chicago, 76 East Monroe Street | 9th Floor Cathedral Room, Chicago, IL 60603
UID:2497020240118T180000ZPlanning for the Business Owner: Differentiating Reality from Theory
DTSTAMP:20260519T103235Z
DESCRIPTION:\n \n \nPlanning 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.\n\n\n \n \n \nCourse Level:  Advanced\n
SUMMARY:Planning for the Business Owner: Differentiating Reality from Theory - Chicago Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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