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Webinar

Estate & Gift Tax Planning and Business Valuation Considerations for Business Owners

Thursday, December 10, 2026, from 12:00 – 1:00PM CT

Estate and gift tax planning plays a key role in protecting wealth and preparing for the future, especially for business owners. Understanding estate tax laws, lifetime exemptions, annual gifting exclusions, and the potential benefits of trusts can help business owners make informed decisions about transferring assets and planning for the future.

Join Michael Andrews and Calvin Shannon, Principals at BGM, for an informative discussion on estate and gift tax planning strategies and business valuation considerations. This insightful webinar will explore when gifting assets are beneficial, how business valuations impact estate planning decisions, and important considerations for gift and estate tax reporting.

What You’ll Learn

  • Understand lifetime exemptions, annual gifting exclusions, and key differences between federal and state estate tax laws.
  • Explore when gifting assets may be beneficial, how trusts can support estate planning goals, and when gifting may not be the best approach.
  • Review the mechanics of making gifts, gift tax return disclosure requirements, and circumstances that may require an estate tax return.
  • Learn how fair market value is determined by using asset, income, and market approaches for estate and gift tax purposes.
  • Understand how business circumstances, valuation discounts, and cost-benefit considerations can influence gifting decisions.

Register to learn estate and gift tax planning strategies and key business valuation considerations to help you make informed decisions about transferring wealth and planning for the future.

register here
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Posted

11.11.26

Tags

Webinar
Business Owners
Business Tax

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