Tax Issues in Choice of Entity & Succession Planning
October 28, 2026
9:30–11:30a.m
MCLE New England Conference Center, Ten Winter Place, Boston
Also available via live webcast and recording
MCLE Description
Navigating the complex world of taxes and business structures is essential for attorneys serving entrepreneurs and business owners. Join us online to explore the critical considerations and strategies involved in advising clients for their business and planning for its long-term success.
Our expert speakers shed light on the intricacies of tax planning, entity selection, and succession planning, helping estate planners and other attorneys understand how these aspects directly impact the financial health of clients’ business. They delve into various tax implications associated with different entity types, such as sole proprietorships, partnerships, corporations, and limited liability companies, highlighting their respective advantages and disadvantages.
Additionally, the presentation explains the importance of succession planning and the potential tax challenges that arise during the transfer of ownership and leadership. Our knowledgeable speakers share insights on effective strategies attorneys can take to minimize tax burdens and ensure a smooth transition for clients, whether clients are passing their business to the next generation, selling it to a third party, or planning for retirement.
Gain valuable knowledge and practical tips to advise clients to optimize their business structures from a tax perspective, minimize tax liabilities, and create a robust succession plan. Whether you’re an attorney practicing trusts and estates, corporate law, or tax law, this program prepares you to help clients meet their long-term goals and secure the financial future of their business.
Don’t miss this opportunity to enhance your understanding of tax issues in choice of entity and succession planning. Join us for an insightful discussion that can revolutionize your business tax strategies and succession preparedness.
Chair
Faculty
Matthew R. Joyce, Rubin Rudman
Nikolaus S. Schuttauf, Day Pitney
