Past Event: November 24, 2022

As a business owner, you’ve spent your entire life building a successful company and you deserve to protect it—even after you’re gone. Having an estate and succession plan in place can ensure a smooth transition. The decisions you make today will affect the future of your entire business operations and most importantly your family. Does your business have a strategic plan in place and are you aware of the tax implications after the owner passes?  

During the webinar, you’ll learn: 

  • what happens to a business owners’ assets after they die 
  • tax compliance requirements on death and going forward 
  • implications of appointing a non-resident trustee or having a non-resident beneficiary 
  • impacts of dying while holding private company shares 
  • tax planning strategies for business owners  

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