Navigating Ownership Transition in an Era of Change

|12:00 - 1:00 PM CST

With the general election officially seven months away and the sunset of the Tax Cuts and Jobs Act looming at the end of 2025, there is a lot weighing on business owners’ minds… or there should be. Many are distracted by the current economic and geopolitical environment and may not be looking ahead to what the looming change (or lack of change) could mean for their ownership transition. Join our panel discussion of thoughtful topics to help your business owner clients prepare and strategize for the years ahead. Topics will include timing considerations as well as helping business owners mentally prepare for the possibility of ownership transition. The panel, Ken Serwinski, Terry Bressler and Melissa Goetz, will also reflect on what was learned from the last increase in tax rates.

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The Team

Meet the Presenters

Ken Serwinski

Chairman

Terrel Bressler

Managing Director

Melissa GoetzCPA/ABV, ASA

Vice President

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