Joe Marion will be presenting a seminar for the Rhode Island Marine Trades Association titled, “Succession Planning: Key Strategies for Business Survival,” on Wednesday December 6th, from 8-10 am, at Newport Yacht Club.
Every business needs a plan, but not just for day-to-day operations and long-term goals. Businesses also need to plan for unexpected events and eventualities–such as a business partner’s untimely death, or the time when a family business passes to its founder’s children or key employees.
Joe will talk about these untimely events and eventualities. His presentation will cover:
- The federal and state income- and estate-tax system, and changes proposed under the Trump Administration.
- Estate-planning documents that should be put into place for every business owner and their family members.
- Strategies for succession planning, including case studies and how life insurance can be utilized.
Tickets are $25 for RIMTA Members and their guests. Industry Colleagues are welcome at $35 per ticket. All tickets include breakfast and parking at the Newport Yacht Club. For more information and to register please click here.