You've worked hard to build your construction business. Now, it's time to consider how best to manage your money and plan for the future. At Eide Bailly, we offer a holistic planning approach to managing your wealth which provides you with a better chance to achieve your personal, charitable and financial objectives. This session will highlight important strategies and considerations to help you achieve your objectives when it comes your estate plan and succession plan.
- Explore current estate and succession planning strategies
- Discuss the importance of creating and reviewing your estate plan
- Review the key components of a succession plan and why now is the best time to begin thinking about it
Ramona K. Johnson, CPA, Partner
Ramona has more than 25 years of public accounting experience providing service individual taxation services, with a special emphasis in wealth transfer and estate planning. Ramona reviews client's goals and provides planning with clarity, offering specific solutions for a plan structured to reduce potential estate tax liabilities. She also assists clients in developing lifetime gifting strategies such as the use of GRATs, charitable trusts, family partnership and sales to grantor trusts.
Derek Dockendorf, CPA, Senior Manager
Derek has more than 9 years of public accounting experience providing accounting and income tax services to clients in a variety of industries, including emerging businesses, manufacturing and wealth transition services. He has experience providing income tax and accounting consulting to closely held businesses for newly developed entities and succession planning.
CPE Credits: 1
Field of Study: Taxes
Level of Knowledge: Basic
Delivery Method: Web-Based Group Session
No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.