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Tax-Effective Succession Planning for the Owner - Federated Press

Tax-Effective Succession Planning for the Owner - Federated Press 2025

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The document outlines a two-day workshop on tax-effective succession planning for owner-managers, scheduled for February 21-22, 2012, in Toronto. It covers various tax planning strategies related to business succession, including estate freezes, shareholder agreements, and valuation issues for family-owned businesses. The event is aimed at legal and financial professionals seeking to enhance their knowledge in this area and includes sessions led by experts from various law firms and financial institutions.

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How do the very wealthy avoid estate taxes?

By shifting any future appreciation out of their estate, the wealthy can avoid or reduce estate taxes at death. The investment growth becomes a tax-free gift to heirs. Absent growth, the asset simply passes back to the owner without a transfer of wealth.

Which states do not have inheritance tax?

Alabama. There are no death taxes in Alabama, which will make your heirs happy. Alaska. Alaska residents can transfer assets to heirs tax-free when they die. Arizona. Whats not to love about Arizona? Arkansas. California. Colorado. Delaware. Florida.

What is succession planning in estate planning?

A succession plan will take the uncertainty out of your businesss future and is an integral part of any owners estate plan. You may plan to transfer the business during your lifetime and begin developing and training key employees or family members in advance.

How does estate planning reduce taxes?

Estate tax planning attempts to reduce potential estate tax liability by utilizing planning techniques to reduce either the amount of property in the taxable estate or to minimize the valuation of the property in the taxable estate.

What estate planning strategy would be most effective in minimizing tax liability Why?

Use trusts for asset protection Irrevocable trusts let individuals transfer assets to future generations while minimizing estate tax consequences and providing potential income or gift tax benefits.

What is the purpose of making an estate plan?

Besides making sure your assets get to the people you choose, planning can help minimize income, gift and estate taxes, too. Without an estate plan, and specifically a will, the laws in your state will determine what happens to your possessions, and the courts will decide who gets custody of your children.

Tax-Effective Succession Planning for the Owner - Federated Press 2025

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