If you own a closely held business, the past two years may have changed or even accelerated your plans for the eventual transfer of your business and your timing for partial or complete retirement. If you have considered selling or transferring your business to key employees, partners, family members or outsiders, you won’t want to miss this webinar. We will discuss:
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Senior Director of Wealth Transfer
Mike has nearly 30 years' experience as a private attorney and senior wealth transfer advisor concentrating in complex estate and business succession planning matters; estate, gift and generation skipping taxation; and advising clients regarding administration of highly taxable estates and trusts.
Tax Growth Leader
Chris has been involved in the tax and financial services industry since 1983. He earned a bachelor of science degree in accounting from Elmhurst College and has a membership interest in Savant.
Financial Advisor / Member Owner
Stephanie has been involved in the financial services industry since 1999. She earned a bachelor’s degree in accounting from the University of Indianapolis.