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DTSTART:20250422T170000Z
DTEND:20250422T183000Z
LOCATION:Zoom Webinar
UID:2752420250422T170000ZVirtual Workshop:  Panel Discussion - Pre-Liquidity Planning for Business Owners
DTSTAMP:20260526T064534Z
DESCRIPTION:\nA Panel Discussion: Pre-liquidity Planning for Business Owners:\n \nPerspectives From the Client’s Professional Advisor Team\n \nThe panel consists of tax, legal/estate planning, valuation, and financial planning advisors who have broad experience in working with business owners and the crucial issues around the sale of their business. Each panel member will provide perspectives based on their practice area.\n \nLearning Objectives:\n \nYou will gain insight into how to work with your business owner client to;\n Get their “house in order” -  getting the business ready for sale Engage in tax and estate planning while gaining an understanding of the income, business, and estate planning tax impacts of selling the business Understand the levels of value of a business and how intra-family and/or charitable gifts of the business equity are impacted from a valuation perspective during the sales process Personally develop a financial plan for themselves and their family before and after the business sale as it relates to both quantitative and qualitative issues \nCourse Level: Overview\n \nSpeakers:\n \nChristopher Brathwaite – William Blair\n \nDamien Martin – EY,\n \nAdam Grais – McDonald Hopkins\n \nTadd Lindsay – MPI\n
SUMMARY:Virtual Workshop:  Panel Discussion - Pre-Liquidity Planning for Business Owners - Chicago Estate Planning Council 
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DESCRIPTION:Reminder
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