Business Valuation for a Closely Held Business, Life Insurance, and the Connelly Case – A Lafayette Business Briefing from Kean Miller

Kean Miller will host an important Business Briefing on Wednesday, April 30, at City Club at River Ranch in Lafayette. Registration and lunch will begin at 11:30 a.m., followed by the program at 12:00 p.m.

 

Mark Stipe and Derek Brondum will focus on an important element of succession planning for closely held businesses: exit in the event of a shareholder’s death. The program will explore how buy-sell agreements can ensure that a business remains in the hands of those who care for it most, without triggering adverse tax consequences. Additionally, Mark and Derek will cover the valuation of closely held businesses and the importance of developing and following a succession process, all in light of the recent Supreme Court decision, Connelly v. Commissioner. 

 

This program has been approved for 1.0 CLE hour by the Louisiana State Bar Association and 1.0 hour of CPE credit for CPAs and SHRM credit for HR professionals. 

 

To RSVP, contact events@keanmiller.com or 504.620.3187. There is no fee to attend.