Moss Adams Presents – Make a Business Succession Plan – August 20th

Make a Business Succession Plan – August 20 – 11:30 am – 1:00 pm
1 CPE Credit

Presented by Moss Adams – This complimentary event is designed for business owners and executives looking to examine and increase the long-term success of their organization. In a business landscape where conversation around employee stock ownership plans (ESOPs) is gaining momentum, and the sunsetting of the $13 million estate tax exemption is on the horizon, every decision is significant.

At this in-person event in downtown Medford, From Succession Planning to Success: A Comprehensive Approach, attendees will gain valuable knowledge to apply to their business so they are well-prepared for future transitions, tax implications, and challenges in estate planning.

Attendees will hear from industry professionals on how to navigate the landscape of the succession planning process and develop a toolkit of takeaways to bring back to their businesses, including: 1. How an ESOP is a viable strategy for succession and tax efficiency, 2. Strategies to mitigate risks and benefit from opportunities during organizational transitions, and 3. Insights on increasing estate tax exemptions before December 2025

Click Here for Location, Event Details, and to Register

This event is cohosted by JPMorgan Chase. Questions? Contact: marina.brodetsky@mossadams.com