Name
Keeping the Closely Held Business in the Family: Tax Opportunities and Difficulties
Date
Wednesday, January 27, 2021
Time
10:40 AM - 11:40 AM (PST)
Emily Jack Craig Janes
Description

Learn from the panelists on topics that will touch on: a) 6166 election – qualification requirements, avoiding acceleration (302/03 redemptions), and IRS security requirements, b) planning with testamentary CLATs, c) post-death alternatives to 6166 election – Graegin loan, d) opportunities with QSBS Stock, and e) difficulties and opportunities with S Corp stock.