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Wake-Up to Mfg Session: Manufacturers’ Guide: Tax-Efficient Business Succession Planning to Maximize the Bottomline
October 24, 2023 @ 9:00 am – 10:30 am
Wake-up to Manufacturing
Manufacturers’ Guide: Tax-Efficient Business Succession Planning to Maximize the Bottomline
In Person Session
Don’t miss this opportunity to gain a competitive edge through strategic business succession planning!
In the world of manufacturing, planning for the future is essential for sustained success. One crucial aspect of this planning is business succession, a process that involves transitioning leadership and ownership within a company. Join us for an insightful presentation as we delve into the intricacies of business succession planning specific to the manufacturing industry.
In this presentation, we will explore business succession planning strategies that lead to a smooth transition of power and ownership in a tax efficient manner. Our speakers will break down the major gains that manufacturing business owners, stakeholders, and successors can reap by integrating strategies that optimize tax benefits into their succession plans.
These strategies include employee stock ownership plan (ESOP), F-reorganization, equity-based compensation, business valuation, ownership rollovers, etc. The presenters will guide you through compliance requirements and best practices to ensure a tax-efficient transition for your business. Their presentation is designed to equip you with the knowledge to secure your business’s legacy while optimizing tax advantages. Whether you’re a business owner or successor, this presentation will provide valuable takeaways to safeguard your financial future.
Date: Tuesday, October 24, 2023
Time: 9:00 am – 10:30 am
Presenters: Saxton & Stump attorneys, Pauline Markey and Sarah Ivy team up with Andrew Rice, CPA, CVA, Managing Director, Transaction Advisory Services, Trout CPA
Cost: FREE for Association Members, $15 for Non-Members