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New England Chapter Breakfast
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New England Chapter Breakfast

"Creating Tax Efficient and Cost Effective Family Business Succession Plans Using Employee Benefits" with Herbert K. Daroff, J.D., CFP (R)

11/14/2012
When: Wednesday, November 14
From 8:00 AM until 9:30 AM
Where: Gray, Gray & Gray, LLP
34 Southwest Park
Westwood, MA  02090
United States
Contact: New England Chapter of FFI


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 "Creating Tax Efficient and Cost Effective Family Business Succession Plans Using Employee Benefits”

Most family business ownership succession plans are "tax inefficient”. They are either structured to benefit the seller (parents) and the government, which always gets its share, or the buyer (next generation) and the government. Attend this presentation to learn about employee benefit planning strategies that can be used in structuring the transfer of ownership of a business in order to maximize after tax results for all the parties of the transaction and eliminate the government.

The presenter is Herb K. Daroff, JD, CFP who heads up the Estate and Business Planning Practice for Baystate Financial Services in Boston were he provides custom case design for many family operated companies.

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