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DTSTART:20241118T193000Z
DTEND:20241118T213000Z
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SUMMARY:Effective Strategies for Personal and Business Planning
DESCRIPTION:As the business landscape evolves\, with important discussions on estate planning\, succession strategies\, and changing tax policies\, making informed decisions has never been more crucial. Join us for our in-person event\, Effective Strategies for Personal and Business Planning.\n\n\n\nAttendees will gain valuable knowledge to apply to their businesses\, so they are well-prepared for future transitions\, tax implications\, and challenges in estate planning. Attendees will also learn how to navigate the succession planning process and develop a toolkit of takeaways to bring back to their business\, including: Insights on increasing estate tax exemptions before December 2025 A discussion on the options available to owners to exit the business with a focus on an employee stock ownership plan (ESOP) as a viable strategy for succession and tax efficiency Strategies to mitigate risks and benefit from opportunities during organizational transitions\n\n\n\nThis event is cohosted by JPMorgan Chase and in partnership with SOREDI.
X-ALT-DESC;FMTTYPE=text/html:<span style="font-size:20px\;">As the business landscape evolves\, with important discussions on estate planning\, succession strategies\, and changing tax policies\, making informed decisions has never been more crucial. Join us for our in-person event\, Effective Strategies for Personal and Business Planning.<br />\n<br />\nAttendees will gain valuable knowledge to apply to their businesses\, so they are well-prepared for future transitions\, tax implications\, and challenges in estate planning. Attendees will also learn how to navigate the succession planning process and develop a toolkit of takeaways to bring back to their business\, including: Insights on increasing estate tax exemptions before December 2025 A discussion on the options available to owners to exit the business with a focus on an employee stock ownership plan (ESOP) as a viable strategy for succession and tax efficiency Strategies to mitigate risks and benefit from opportunities during organizational transitions<br />\n<br />\nThis event is cohosted by JPMorgan Chase and in partnership with SOREDI.</span>
LOCATION:Phoenix Civic Center Conference Room 220 North Main Street Phoenix\, Oregon 97535
UID:e.1818.52684
SEQUENCE:3
DTSTAMP:20260503T010115Z
URL:https://grantspass-gzcms.preview.gochambermaster.com/events/details/effective-strategies-for-personal-and-business-planning-52684
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