Estate Planning

In this webinar, we talk about the fundamental planning that almost all dealers need to complete, and some of the more complex strategies you have heard of but have not implemented because they are difficult to understand. Whether you haven’t started a plan or have done quite a bit of planning already, we’ll provide insights and ideas for all phases of the journey.

Additional webinars in this series:

• August 24 — Reduce Your Tax Bite for 2021 and 2022 Tax Planning Ideas (recording)
• September 28 — Leveraging Complex Tax Strategies (recording)
• October 26 — Reinsurance Strategies (recording)
• November 29 — Key Tax Planning Considerations (recording)
• December 14 — Improving Dealership Value and Transaction Tax Considerations (recording)