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Estate Planning Guide

A thorough overview of the documents and strategies needed to secure your financial legacy.

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How To Avoid Being Negligent When It Comes To Risk
When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Selling a C Corporation
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Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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Key Items to Review During Financial Due Diligence
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5 Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
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Benefits of Outsourcing Your Human Resources Function
HR responsibilities can quickly become overwhelming for small business owners. Alleviate the burden and save money in the long run by outsourcing your HR functions.
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I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
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From Trusts to Taxes: Customizing Your Estate Plan

May 14, 2025
From Trusts to Taxes: Customizing Your Estate Plan

May 14, 2025 | 11:30 AM - 12:30 PM | Webinar

Have you safeguarded your estate against unforeseen circumstances? A well-designed estate plan is crucial for protecting your assets and securing your legacy. Join Lutz experts Tom Hodgson and Ben Burton as they guide you through the intricacies of estate valuations, trust setups, and tax considerations to help you create a plan that reflects your wishes and minimizes potential conflicts. 

KEY TAKEAWAYS: 

  • Estate Plan Customization Options
  • Trust-Based Asset Protection
  • Techniques for Minimizing Estate Tax Liabilities
  • Action Steps for Updating Your Estate Plan 

SEMINAR LEVEL: Intermediate 

WHO SHOULD ATTEND: High Net-Worth Individuals, Business Owners, Individuals with Complex Family Situations

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