Succession Planning

Table of Contents

Introductory Article

  1. Introducing Our New Series: Ownership Succession Planning for Business Owners

Framework & Strategies

  1. How to Create a Framework for Effective Business Succession Planning
  2. How to Integrate Estate Planning with Business Succession Strategies

Tax Considerations

  1. How Gift Tax Limitations Affect Business Succession Planning
  2. Transferring S-Corp Ownership: Tax Considerations for Family Succession
  3. Partnership Interests and Succession: Key Tax Issues for Family-Owned Businesses
  4. Business Succession Planning for C-Corps: What Every Shareholder Should Know

Using Trusts & Agreements

  1. How to Use Trusts for Business Succession Planning: An Informative Guide
  2. The Critical Role of Buy-Sell Agreements in Business Succession Planning

Life Insurance in Succession

  1. Supreme Court Ruling: How Life Insurance Funding for Buy-Sell Agreements Could Raise Your Business's Tax Bill
  2. Why Business Owners Should Incorporate Life Insurance into Business Succession Plans

Challenges & Solutions

  1. Overcoming Challenges in Family-Owned Business Succession Planning