This session will be providing a high-level overview of the planning landscape for small business owners and planning for taxes related to the disposition of the shares of their company at death.
- Starts by highlighting the deemed disposition of shares and potential double-tax problem created when their estate wants to realize the value of assets accumulated inside the company.
- Uses a case study, discussing the traditional post-mortem planning options such as loss-carryback and pipeline planning.
- Closes off with a review of how insurance can complement the post-mortem plan and reduce taxes.
Event Details
Date: January 15, 2026
Time: 12:00 p.m. - 1:00 p.m. MST