National Business Institute -- Tax-Saving Tactics for Family Business Owners: Estate and Gift Tax Considerations
Date and Time
Thursday Jan 8, 2026
1:45 PM - 2:45 PM EST
Thursday, January 8th @ 1:45 PM ET
Location
Link for more info:
https://nbi-sems.com/products/101439
Fees/Admission
Visit the NBI website for more information:
https://nbi-sems.com/products/101439
Website
Contact Information
Gary A. Forster
Send Email
Description
Attorney Gary A. Forster of ForsterBoughman presents for the National Business Institute. He covers estate and gift tax strategies for family businesses, including valuation, trusts, gifting, and succession, in his seminar:
Tax-Saving Tactics for Family Business Owners: Estate and Gift Tax Considerations
In this seminar, we examine practical estate and gift tax planning strategies tailored to family business owners. Topics include valuation of closely held businesses, lifetime gifting techniques, use of trusts and family entities, coordination with succession planning, and recent developments in federal transfer tax law. Attendees will gain awareness on key estate planning, wealth transfer, and tax efficiency considerations for family owned enterprises.
