• Basics of Estate Planning for Business Owners, Part1

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    Name: Basics of Estate Planning for Business Owners, Part1
    Date: November 7, 2018
    Time: 11:30 AM - 1:00 PM CST
    Event Description:

    Basics of Estate Planning for Business Owners, Part 1
    Presented by Dan Krause and Nelson Donovan
    To help clients successfully transition a family business to the next generation, we must have a good working knowledge of several areas of the law. These areas include tax, estate planning, corporate, partnership, LLC, and employee benefits law. As their trusted professionals, we must also be familiar with tax returns and financial statements. This session will discuss these topics, as well as the various tax strategies which should be considered by the owner of a closely held business.
    Wednesday, November 7, 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, November 6, 2018 at
    ** 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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