Entity Selection Webinar Series, Part 2: Maximizing Income & Estate Planning Opportunities With the Right Entity Selection For Your Business

Tuesday, June 13, 2023 | 10:00 AM PST

Entity selection can impact your long-term goals, including business succession and estate planning. How can you select the entity that is most appropriate for your specific situation?

Join LSL tax partner, Dave Myers, MST, CPA, as he shares guidelines for maximizing income and estate planning opportunities through proper entity selection. He will discuss:

  • Entity choices for income tax purposes
  • How legal formation impacts taxation and how to get the best of both worlds
  • General rules of thumb to use when choosing the entity for tax purposes
  • The danger of focusing on one aspect of taxation in making your selection
  • How California’s AB150 and other state’s SALT workarounds impact entity choice

He will also take questions through our live Q & A chat.

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