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SERVICES PROVIDED
 Succession Planning
The need for business
succession is an essential component of anyone involved in an ownership
position or anyone contemplating becoming an owner. Planning for the business
executive of a closely held and/or family-owned company involves special tax
and non-tax considerations. Some of the primary goals of such executives
include:
Maintaining
control of the business among desired individuals during lifetime and at
death.
Providing
adequate income during retirement and for your family upon your death.
Minimizing
estate and gift tax liability.
Succession planning is
essential to ensure continuity of your business. The professionals at THE
CENTER will:
Consider the impact of the tax laws.
Create a plan maximizing your benefits.
Develop a succession strategy.
Negotiate
and implement the transfer your company.
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