Resource Highlight: MCAA’s Estate Tax Planning and Succession

May 31, 2024

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.

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