Family Office Fridays: Estate Liquidity Planning - Owners of Closely Held Business

Webcast

Webcast overview

Often a key reason that a closely held business does not successfully pass to future generations is insufficient liquidity tax planning for the original owner’s estate. Despite their best efforts to reduce expected estate tax liability before death, it is rarely possible to avoid such liability altogether. Advance consideration should be given to planning for the payment of the estate’s tax liability, among other estate expenses. Furthermore, with a planned reduction in the lifetime exemption looming, and with the possibility of further increases in taxes associated with a taxpayer’s death on the horizon, it is now as important as ever to consider planning in this area.

Please join KPMG LLP for a webcast with professionals from our Washington National Tax practice that will discuss select considerations in addressing tax efficient liquidity planning for a decedent’s estate:

  • Life Insurance and Irrevocable Life Insurance Trusts
  • Section 6166 Deferral of Estate Tax Due
  • Graegin Loans
  • Section 303 Redemptions
  • Buy / Sell Agreements

Please join us for what promises to be an insightful and informative webcast.

Thank you!

Thank you for contacting KPMG. We will respond to you as soon as possible.

Contact KPMG

Use this form to submit general inquiries to KPMG. We will respond to you as soon as possible.

By submitting, you agree that KPMG LLP may process any personal information you provide pursuant to KPMG LLP's . Privacy Statement

An error occurred. Please contact customer support.

Job seekers

Visit our careers section or search our jobs database.

Submit RFP

Use the RFP submission form to detail the services KPMG can help assist you with.

Office locations

International hotline

You can confidentially report concerns to the KPMG International hotline

Press contacts

Do you need to speak with our Press Office? Here's how to get in touch.

Headline