March 10, 2022 @ 10:00 am - 11:15 am


MCA-Omaha March Webinar - Lee & Terrance Resnick

 

Timing

10:00 – 11:15 AM (Central)

 

Location

ZOOM

 

Topic: Business Succession & Preparing for New Tax Proposals – Assuring the Successful Continuation of Your Company 

In understandable language, business owner members will learn about proposed tax law changes that could have a direct impact on their overall wealth. In addition, there will be discussion surrounding vital strategies in the areas of business succession and wealth preservation as well as eventual transition of assets (with special focus on the business).

Typically, the more successful business owners become, they also become more vulnerable. Accordingly, techniques will be discussed showing how to combat those vulnerabilities and assure that the business remains successful! Among the areas of focus will be why profitable businesses ultimately fail, the importance of business owners coordinating business succession plans with estate plans, addressing active vs. inactive children within a family business (does it make sense to leave the business and related businesses to all your children?), liquidity issues, valuation methodologies that will satisfy the IRS while lowering the tax bill, the proper type of buy-sell agreement that allows for maximum tax savings/cost efficiency and frequent insurance funding mistakes that oftentimes result in massive tax liabilities that could have been legally avoided.

 

Speakers

Leon B. Resnick and Terrance K. Resnick, identical twins, are partners in Resnick Associates / Resnick Succession Group, a nationally recognized business succession, estate planning, and life insurance advisory and implementation planning firm. The Resnick brothers have spoken before and worked extensively with over 250 trade Associations and their business owner members individually.

 

Registration will be available in February

Zoom login information will be e-mailed to registered attendees a few days prior to the event.

 

Recommended Attendees: 

Signatory Contractors, MCA-Omaha Associate Members, Labor Partner Leadership, and Academy Student Members

 

YES – this counts for points!  

 

Questions?  Contact Kelsey at 402.592.3330 or kjohnson@mca-omaha.org 

Program hosted by the MCA Affiliate Alliance. 


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