Business Estate Planning with MBE CPAs

Business owners, Join MBE Wealth and Chris Steffel for an insightful session on business and estate planning with an insurance focus.
 

Learn how to:

• Ensure a smooth business transition & protect your loved ones' finances.
• Minimize estate taxes, plan for future tax changes, & navigate tax implications.
• Facilitate seamless succession, equalize beneficiary distributions, & avoid ownership disputes.
• Protect your business with key person insurance & safeguard assets for long-term care.
• Align your existing policies with your estate planning goals.

Attend In-Person or Virtually:

• April 24th, Noon - 1:00 PM

• In-Person registration Click Here (Limited Space) Location: MBE CPAs, E10890 Penny Lane, Baraboo, WI (Light lunch provided)
• Virtual registration Click Here