Business Succession Planning

Aug 31, 2016 | News

Core Bank Trust, in partnership with Dvorak & Donovan Law Group, LLC and Kathol, PC, Certified Public Accountant, will be offering a complimentary breakfast and workshop on September 13, 2016 or lunch and workshop on September 15, 2016 at the Scott Conference Center.
The topic of the workshop is Business Succession Planning.
If you are a current business owner who would like to learn more about how to transfer or sell your business to a family member, employee or outside buyer and minimize taxes on an estate transfer or lifetime sale of a business, you won’t want to miss this educational event. To attend, please RSVP to Hillary Franks at or 402 829 3423.
Dave Mayer, Dvorak & Donovan Law Group LLC
Todd Kathol, Kathol PC, CPA
Ruby Welcher, Security National Bank Wealth Management of Sioux City, IA
Topics of discussion:
•  Successfully transferring or selling a business to a child, key employee or outside buyer
•  Minimizing taxes on estate transfer or lifetime sale of your business
•  Valuing your business
•  Red flags for the IRS, DOL and your auditor
•  Retirement plan design options to meet needs
•  How to simplify business succession
7:30AM – 9:00AM
Complimentary event + breakfast
Scott Conference Center
11:30AM – 1:00PM
Complimentary event + lunch
Scott Conference Center
Core Bank Trust, a division of Core Bank
Not FDIC Insured, No Bank Guarantee, May Lose Value