Estate Planning for Business Owners: What Advisors Need to Know
Join us for a practical webinar focused on estate planning strategies available to your business-owner clients.
Led by T.L. Turnipseed, Head of Estate and Tax Planning at Alta, you’ll leave this session with a great understanding of what’s available to your clients and when to bring them into the conversation.
Business owners face a different level of complexity.
Major decisions around exit, succession, and liquidity often happen quickly. Without the right planning in place, the outcome is typically higher taxes, forced decisions, or missed opportunities.
Advisors who understand what’s possible in these moments can ask better questions, uncover more opportunities, and bring more value to the relationship.
In this session, Alta will walk through how these strategies show up in real client situations so you can better identify where they apply and when to bring them into the conversation.
What You’ll Learn:
- Recognize when a client is approaching a transition that requires more advanced planning
- Understand the key decision point between keeping a business in the family or planning for a sale
- Identify where planning ahead of a liquidity event can materially change outcomes
- See how business owners can transfer value while maintaining control
- Understand common planning approaches through real client examples
The most valuable planning opportunities for business owners often happen before a major transition.
Advisors who can identify these moments early and bring the right strategies into the conversation are better positioned to protect client outcomes and stay at the center of the relationship.
