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BEGIN:VEVENT
DTSTART:20140326T120000Z
DTEND:20140326T140000Z
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SUMMARY:Small Business Educational Series - Business Succession Planning
DESCRIPTION:"Selling Your Business?  How Will it Impact Your Family & Strategies to Lower Your Tax Bill"\n\n\n\nIn Part II we will provide an overview of last month's session on Buy-Sell Agreements which dictate how your business will transfer\, and then move on to discussing what business owners need to know in order to minimize their tax bill upon the sale of their business.  Howard and Jim will share a variety of options and strategies for business owners to consider to meet their specific tax needs.  Additionally\, they will address how successful business succession advisors work with business owners to prepare them\, and their families\, for the impact of sudden wealth and strategies for handling it.\n\n\n\n\n\nPresenters: Howard Katz of Lincoln Financial Advisors\, Clare Stefan of Lincoln Financial Advisors\, Jim Kelly (CPA) of Kelley Sammons Armstrong Toole & Ellison\, LLC \n\n \n\n\n	Do you have enough to retire comfortably?\n	What's the taxation on the sale price or gifts or however you transferred\n	Before you may not have had much investable\, how the heck do you manage all this money for the long term?  \n	Equalization with other children. \n	What is the impact of my wealth on my family? \n	Buffet: do the kids get so much they don't have to do anything?\n	What part of these assets is exposed to creditors\, predators and divorce?\n	Lower your tax bill on the sale of your business with a pre-sale and post-sale charitable contribution
X-ALT-DESC;FMTTYPE=text/html:<p style="text-align: center\;"><span style="font-size: 14px\;"><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: times new roman\;"><strong>&ldquo\;Selling Your Business?&nbsp\; How Will it Impact Your Family &amp\; Strategies to Lower Your Tax Bill&rdquo\;</strong></span></span></span></p>\n\n<p style="text-align: center\;"><br />\nIn Part II we will provide an overview of last month&rsquo\;s session on Buy-Sell Agreements which dictate how your business will transfer\, and then move on to discussing what business owners need to know in order to minimize their tax bill upon the sale of their business.&nbsp\; Howard and Jim will share a variety of options and strategies for business owners to consider to meet their specific tax needs.&nbsp\; Additionally\, they will address how successful business succession advisors work with business owners to prepare them\, and their families\, for the impact of sudden wealth and strategies for handling it.<br />\n<br />\n<br />\n<span style="font-size: 14px\;"><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: times new roman\;"><strong><em>Presenters: Howard Katz of Lincoln Financial Advisors\, Clare Stefan of Lincoln Financial Advisors\, Jim Kelly (CPA) of Kelley Sammons Armstrong Toole &amp\; Ellison\, LLC </em></strong></span></span></span><br />\n&nbsp\;</p>\n\n<ul>\n	<li><span style="font-size: 14px\;"><span style="font-family: arial\;"><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: times new roman\;">Do you have enough to retire comfortably?</span></span></span></span></li>\n	<li><span style="font-size: 14px\;"><span style="font-family: arial\;"><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: times new roman\;">What&rsquo\;s the taxation on the sale price or gifts or however you transferred</span></span></span></span></li>\n	<li><span style="font-size: 14px\;"><span style="font-family: arial\;"><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: times new roman\;">Before you may not have had much investable\, how the heck do you manage all this money for the long term?&nbsp\; </span></span></span></span></li>\n	<li><span style="font-size: 14px\;"><span style="font-family: arial\;"><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: times new roman\;">Equalization with other children. </span></span></span></span></li>\n	<li><span style="font-size: 14px\;"><span style="font-family: arial\;"><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: times new roman\;">What is the impact of my wealth on my family? </span></span></span></span></li>\n	<li><span style="font-size: 14px\;"><span style="font-family: arial\;"><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: times new roman\;">Buffet: do the kids get so much they don&rsquo\;t have to do anything?</span></span></span></span></li>\n	<li><span style="font-size: 14px\;"><span style="font-family: arial\;"><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: times new roman\;">What part of these assets is exposed to creditors\, predators and divorce?</span></span></span></span></li>\n	<li><span style="font-size: 14px\;"><span style="font-family: arial\;"><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: times new roman\;">Lower your tax bill on the sale of your business with a pre-sale and post-sale charitable contribution </span></span></span></span></li>\n</ul>\n\n<p style="text-align: center\; color: gray\;"><span style="font-size: 12px\;"><span style="color: rgb(0\, 0\, 0)\;">&nbsp\;</span></span></p>\n\n<p style="text-align: center\; color: gray\;"><span style="font-size: 12px\;">&nbsp\;</span></p>\n\n<p style="text-align: center\; color: gray\;">&nbsp\;</p>\n
LOCATION:7000 Central Parkway\, 3rd Floor Conference Room Sandy Springs\, GA 30328 Phone: 678.443.2990
UID:e.569.2917
SEQUENCE:3
DTSTAMP:20260510T163958Z
URL:https://business.greaterperimeterchamber.com/events/details/small-business-educational-series-business-succession-planning-03-26-2014-2917
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