• Basics of Estate Planning for Business Owners, Part 2

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    Name: Basics of Estate Planning for Business Owners, Part 2
    Date: November 13, 2018
    Time: 11:30 AM - 1:00 PM CST
    Event Description:

    Basics of Estate Planning for Business Owners, Part 2
     
    Presented by Dan Krause and Nelson Donovan
     
     
    We will continue from Part 1 last month to learn how to help clients successfully transition a family business to the next generation – and further sharpen our working knowledge of several areas of the law.
    We will continue to explore and learn in the following areas, including various issues and processes, so we can properly serve and prepare our business clients:
    • Tax, Estate Planning, Corporate, Partnerships, LLCs, and Employee Benefits
    We will also explore and learn:
    • Tax Strategies which should be considered by the owner of a closely held business
    • Tax Returns
    • Financial Statements
     
     
    Wednesday, December 12, 2018
    Lunch at 11:30 am **
    Presentation at 12:00 pm
    Community Room of the
    State Bank of Cross Plains
    744 North Main Street in Oregon
     
    RSVP by Tuesday, December 11, 2018 at
    http://whoozin.com/QPC-RJK-GYR9
     
    ** Once you’ve registered for a Food & Facts seminar, Monica will contact you the week of the event for your lunch selection. Please direct any questions to Monica at mengel@kdelp.com or by calling (608) 268-5751.
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