On Sept. 13, 2018, Jim Head will deliver a presentation on business succession planning for owners of closely held businesses at a luncheon hosted by the Financial Planning Association's (FPA) National Capital Area chapter. The presentation will cover how to:
- Help preserve unity and harmony among family members
- Transition ownership of the family business to subsequent generations
- Continue the founder’s set of core values
- Minimize wealth transfer taxes
For more information, including registration, click below.