Resource Highlight: MCAA’s Estate Tax Planning and Succession

July 21, 2023

Every company, regardless of size, will face succession planning issues at some time. MCAA’s Estate Tax Planning and Succession addresses the issues and possible strategies related to estate planning and succession to help ensure a smooth transition. It’s just one of MCAA’s educational resources that are free to MCAA members as a benefit of membership.

The bulletin covers:

  • The types of property that may be subject to estate taxes and why it’s important to plan for these
  • The history and status of estate tax
  • Strategies to address liquidity problems
  • Why it is critical to develop a carefully considered plan and review it on a regular basis

For a full list of available Management Methods Bulletins, visit the Management Methods Bulletins page.

Have Questions or Need Personal Assistance?

Contact MCAA’s Frank Wall.

Related Articles
Registration is now open for two impactful labor relations events taking place consecutively in Las Vegas this October—designed to strengthen negotiation skills, improve labor-management collaboration, and advance our industry together. The back-to-back MCAA Collective Bargaining Conference and UA/MCAA Labor Relations Conference offer a unique opportunity to develop aligned strategies, share perspectives, and build stronger labor-management relationships across the mechanical industry.…
Have you wanted to start a local Women in the Mechanical Industry (WiMI) committee in your area, but weren’t quite sure where to start? MCAA’s How to Start a Local WiMI Committee provides a comprehensive list of ideas and instructions to get you started. It's just one of MCAA’s educational resources that are free to MCAA members as a benefit of membership.…
The Manufacturer/Supplier Training area of MCAA’s website connects our contractor members with training opportunities available from the members of MCAA’s Manufacturer/Supplier Council.…
MCAA’s Virtual Trade Show connects our contractor members with the members of MCAA’s Manufacturer/Supplier Council.…
Load More...