Estate, Gift, and Succession Planning for Business Owners

CLA Outlook: Tax Perspectives is an ongoing webinar series built to connect timely developments with practical planning conversations.

Hosted by Carey Heyman, Managing Principal of Service – Tax at CLA, each 30-minute session features conversations with CLA leaders and guests on tax, wealth, business, economic, and industry topics. In our October session, explore planning considerations for closely held businesses, family wealth, ownership transitions, and potential liquidity events. The discussion will focus on how estate, gift, and succession planning choices can affect owners, families, and the next generation. 

You’ll have the opportunity to:

• Review estate and gift planning opportunities before key deadlines or major transactions
• Think through transfer strategies, ownership changes, and family governance considerations
• Identify tax questions to discuss before a sale, recapitalization, or leadership transition

Who should attend 

This webinar is designed for business owners, executives, investors, family office professionals, and individuals who want to understand how tax and related developments may affect business, wealth, and family decisions.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.