This course explores strategies for optimizing estate taxes to maximize wealth transfer for business owners. Participants will learn about the interplay between business valuation and estate tax planning, focusing on techniques to preserve and grow wealth for future generations.

The session will cover essential tax laws, effective transfer strategies, and practical applications through real-world examples. By the end of the webinar, attendees will have a comprehensive understanding of how to navigate estate tax complexities to benefit their clients or their own businesses.

Learning Objectives:

• Recall the fundamentals of U.S. federal gift and estate tax laws


• Describe various business valuation methods and their impact on estate planning


• Outline strategies for effective wealth transfer and legacy preservation


• Identify common barriers to successful execution of estate plans and how to overcome them


• Evaluate practical techniques such as trust structures, family limited partnerships, and charitable gifts