Nancy Dollar Speaking at Morgan Stanley Webinar

As part of a continuing series on “Planning the Excellent Exit” for business owners, you will hear from our panel of tax and estate planning professionals who will discuss the results of the election and important tax provisions of the Tax Cuts & Jobs Act that are due to sunset on Dec 31, 2025 and why this presents a window of opportunity for business owners planning to sell and its big implications for post-sale and after tax-wealth.

PANEL WILL DISCUSS:

• What do political strategists think the new tax landscape will look like in 2025?
• What are the Income & Estate Tax Implications of the 2026 Sunset of the Tax Cuts & Jobs Act?
• What are some Income Tax Planning Opportunities for exiting business owners in 2025, and how will they likely change in 2026?
• What are key Estate Planning Techniques to execute prior to 12/31/2025?
• What are the Tax and Legal Transaction Structuring opportunities for exiting business owners in 2025, and how will they likely change in 2026?
• What Investment and Financial Planning opportunities should business owners implement now?
• What is the best Business Entity Structure for your business, to best position to take advantage of tax incentives?
• What are the Risk Management Techniques to consider, to protect the value of the business and to increase value on exit

Nancy Dollar: “The 2025 Window of Opportunity for Business Owners Looking to Exit”