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SUMMARY: First Look Webcast: Estate and Succession Planning With a Privately Owned Company
DESCRIPTION: Privately held businesses often represent the largest and most complex asset in an owner’s estate\, making thoughtful planning essential for both family and business continuity. Nene Gianfala\, CPA and Vanessa Claiborne\, CPA\, explore practical strategies for integrating estate planning with business succession planning\, including ownership transitions\, and tax-efficient wealth transfers.Participants will gain insight into common planning tools and structures used in closely held companies\, as well as the role valuation plays in supporting gifting strategies\, buy-sell agreements\, and generational transfers. The session will also address how advisors can help business owners align personal estate goals with long-term business sustainability and continuity. Proper planning can reduce the risk of disputes\, unexpected tax burdens\, or operational disruption during ownership transitions\n \nPurchase this webcast as an individual program\, or get the members-only First Look Bundle and save!\n  \n2026 First Look Webcast Series\n  \nMay 27OBBBA: Fact vs FictionRichard Tullier Jr.\, CPA · PartnerWegmann Dazet\, CPAs · New Orleans\, LAJune 24Time &amp\; Stress: Managing the PressureGloria McConnel-Passman · PartnerSuccess Labs · Baton Rouge\, LAJuly 29AI In Action: Real Tools. Real Results.Dr. Andrew Schwartz · Professor of Information SystemsLouisiana State University · Baton Rouge\, LAAugust 25Accounting &amp\; Auditing Update: Standards Shifts &amp\; What's NextKurt Oestriecher\, CPA · PartnerOestriecher &amp\; Company\, CPAs · Alexandria\, LASeptember 307 Most Underrated Time-Saving Tech Tools RevealedLes Nettleton Metairie\, LAOctober 28Estate and Succession Planning With a Privately Owned CompanyNene Gianfala\, CPA/ABV\, ASA-BV/IA · PartnerVanessa Claiborne\, CPA/ABV\, ASA · PartnerChaffe &amp\; Associates · New Orleans\, LANovember 19Retirement Plan UpdateAnne Oestriecher\, CPA\, CFP · PartnerOestriecher Financial Management · Alexandria\, LADecember 10Identify and Resolve 7 Cash Flow &amp\; Profitability Issues Before They Become Major CrisesRuth King · Profit &amp\; Wealth GuruDuluth\, GA\n  
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