Essential Planning Considerations for the Family Enterprise | The Family Biz Show Ep. 33

Season #1 Episode #33

Ep 33 – Planning Considerations For the Family Business 

It’s a great show this week! Listen in as Gerald Stack and Gary Katz discuss planning considerations for the family business.

During this episode, you’ll learn: 

  1.  The 8 questions every family business should be asking themselves. 

  2.  How coordinating your estate and business planning can save your family 20-40% in taxes. 

  3.  The 5 questions your attorney and financial advisor should be asking you – if they aren’t it may be time for a change. 

If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to [email protected] or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form! 

CRN-3586540-051121