Business Valuation / Using a LLC as an Estate Planning Tool
Date: Thursday, March 20, 2025
Time: 5:30pm - 7:30pm
Location: Elgin Country Club, Wine Room, 2575 Weld Road, Elgin, IL 60124
A large portion of family wealth can be tied up in the family business. Properly valuing the business and planning for a tax efficient distribution of ownership and assets are paramount for private business owners to reap the benefits of their years of hard work. Join our panelists are we compare and contrast nightmares with best practices. Discussion will be faciliated by:
Michael J. Holevas, CFA: Private Wealth Team, My Advisor & Planner | Wealth Manager, RJFS
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