Tax-Intelligent Exit Strategies That Save You Money

1:00 PM - 2:00 PM
Las Vegas Convention Center, North 252

Format: Building Knowledge Session
Level of Content: Intermediate
Track: Business Management & Operations
Continuing Education: NAHB - 1.00 CE hour(s), NKBA - 0.1 CEU(s)
Appropriate for: Multifamily Builders & Developers, 50+ Housing Builders & Developers, Single Family - All

Speaker(s): 
Jeffrey Radowich, Venable, LLP, Baltimore, MD

What It’s About:
The tax issues surrounding estate planning are often changing and always complex. As a business owner, you've worked hard over the years to build a successful company. And you'd like to plan for your gradual exit from the business, transitioning ownership and eventually control in exchange for a comfortable retirement. This session outlines the various tax-intelligent options to help you achieve that goal.

What You'll Learn:
Identify the right succession strategy for your situation, whether you are passing the business on to family, to a key employee or selling the business outright.
Understand the tax implications of each succession strategy.
Determine how to minimize the financial burden of the federal estate tax on your family.
Familiarize yourself with retirement planning, the use of non-voting equity, compensation techniques for key employees and buy-sell agreements.