Breakfast with the Tax Team: Estate Planning for Business Owners

This one-hour webinar, presented by Krista Burch, CPA, CA, TEP, Tax Partner at Bateman MacKay LLP, explores the realities of estate planning for business owners, including what estate planning actually is, what it is not, and why proactive planning matters long before a transition event occurs. Krista discusses: Common misconceptions surrounding estate planning Key life and business triggers that should prompt planning discussions Who can benefit from estate planning and the potential advantages Practical “low-hanging fruit” opportunities business owners often overlook Strategies to help protect family wealth and business continuity Questions business owners should be asking now, not later 0:00 Introduction 2:58 Reality of Estate Planning 4:00 Myths of Estate Planning 5:56 Estate Planning Team 7:15 Importance for Business Owners 17:00 Case Studies 33:06 Estate Administration Tax 36:40 Trusts 41:00 How We Can Help 43:48 Questions