Comprehensive Tax and Business Strategies for Closely Held and Family Businesses

Feb 03, 2026
Grand 121
Business Strategy

This in-depth educational workshop is designed specifically for owners and leaders of closely held and family businesses seeking to navigate the complexities of taxation, estate planning, and strategic business management. Participants will explore integrated approaches to minimize tax liabilities, protect family wealth, and ensure smooth business succession. Attendees will gain practical insights and actionable strategies to optimize tax outcomes and align their business and family goals for long-term success.

Speakers
Kris Dunning
Kris Dunning, Principal - Baker Tilly
Brad Smith
Brad Smith, Principal - Baker Tilly
Pam Elling
Pam Elling, Principal - Baker Tilly