Creative Tax and Estate Planning Ideas for Closely Held and Family Businesses and their Owner Operators
Speakers: Gary Zwick, JD, LLM., CPA
Year: 2013
Body of Knowledge:
Business Planning,
Qualified Plans
Competence: Technical |
Level: Advanced |
Session Rating: 4.52
This session will discuss some unusual and creative techniques that you can bring to bear for your clients whose net worth is significantly tied up in the family business or other closely held entities.