When you wait to the last minute to plan, your options may be limited and decisions made in the interest of expediency can create horrendous tax nightmares. But even the best-intended plans can be disastrous when all of the implications aren’t thought out.
Whether you’re at the beginning of your great adventure or you’re looking to fade into the sunset, this seminar will help you gain an understanding of what you need to have in place to ensure a successful outcome.
Tom Fowler works with closely held and family owned businesses to develop business exit strategies and business transition plans. He consults with businesses and professionals on qualified plans [401(k)] Plans, SIMPLE plans, defined benefit plans, and executive benefits. Tom advises business owners in developing their business catastrophe plan. He works with their team of advisors to develop a strategy to accomplish their planning objectives.