The Only Thing Constant is Change: Part 2 - Business Succession Planning in the Year Ahead

27/02/2025 17 min
The Only Thing Constant is Change: Part 2 - Business Succession Planning in the Year Ahead

Listen "The Only Thing Constant is Change: Part 2 - Business Succession Planning in the Year Ahead"

Episode Synopsis

Business owners face a unique set of challenges when it comes to succession planning — especially in a rapidly changing legal and economic environment. In this episode, Carma McCallie returns to discuss how tax law changes, recent Supreme Court rulings, and evolving trust strategies impact business succession planning. Discover key insights on grantor trusts, business entity conversions, and life insurance strategies to help secure the future of your business.

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