Closely-held businesses represent a significant portion of the US economy.  Based on ownership demographics it is estimated that $10 trillion in closely-held business assets will transition by 2040; however, the vast majority of owners lack advisors to recommend and implement proactive growth, preservation and transition strategies.  This CLE will focus on the attorney's role in delivering advisory services to business owners who want to:  maximize the value of their business; develop and retain key employees; prepare for the transfer of ownership; implement tax strategies and legacy planning. In this session you will learn how to become an indispensable member of an advisory team by integrating tax strategies for owners throughout the business lifecycle with a particular emphasis on charitable strategies, including challenges and opportunities created under the Tax Cut and Jobs Act of 2017 (TCJA).

Presenter: Jeff Getty, Esq., Key Private Bank