Partner Lucas Witters and Counsels Alex Campbell and Scott Swartz discuss “Preserving, or Cashing Out, Your Client’s Business: New Thoughts on Old Tax and Estate Planning Problems” at the annual joint luncheon of the Estate Planning Council of Cleveland and Tax Club of Cleveland. The event takes place May 9, 2023, in Cleveland.
Witters, Campbell and Swartz will address income tax issues that must be evaluated in a variety of transactions involving the sale of an active business: asset sales, entity sales, part rollover to purchaser equity, mergers and donations of ownership units to charity prior to a liquidity event. They will also discuss estate planning concerns that arise when blending the disposition of a business into a comprehensive estate plan, among other topics.
More information and to register.