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The New Estate Tax Law, Intergenerational Transfer, or Sale of a Business

The new tax reform legislation is complex with a multitude of moving parts, and it can be easy to fail to take advantage of new provisions, or fall afoul of others, that can substantially decrease—or inadvertently increase—your tax burden. With the 2017 tax filing season just about over, now is the time to plan properly for 2018 and beyond, when the full impacts of the new law will start to be felt.

The third installment covers succession and estate planning. What are the best steps to take to make your print business appealing to a potential buyer? How can you take advantage of provisions in the new law to minimize the tax burden on heirs or other successors? Even if you currently have no plans to sell or otherwise leave your business, now is the time to optimize it.

The presenters for this webinar will be:Mark Nuzzaco, Vice President of Government Affairs at APTech

Edward Bortnick, Managing Partner at SKMB Public Accountants

Joseph Webb, Ph.D., Director of WhatTheyThink’s Economics and Research Center and President of Strategies for Management

APTech and WhatTheyThink also gratefully acknowledge the assistance of Stephen Entin, Senior Fellow, Tax Foundation, Washington, D.C.


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