Executive/Council Action Form (ECAF)
ITEM TITLE:
Title
Estate and Gift Tax
body
DEPARTMENT: Council
ORIGINATOR: Ryan Countryman for Nate Nehring
EXECUTIVE RECOMMENDATION: N/A
PURPOSE: Discussion Item: Estate and Gift Taxes, presentation by Robert Lockyer
BACKGROUND: This is an informational discussion item. Estate and gift taxes are an important part of tax planning for small and medium-sized business owners who wish to pass closely held businesses to their heirs. Robert Lockyer is a specialist in succession, estate, and retirement planning who will be sharing information on steps to preserve and perpetuate local family-owned businesses.
OTHER DEPARTMENTAL REVIEW/COMMENTS: Click or tap here to enter text.