Estate Planning Council of Indianapolis October Meeting

KSM’s Dan Sailer and Stephen Schnelker, along with Chris Norwood of Norwood Economics, will present during the upcoming Estate Planning Council of Indianapolis’ October meeting in Carmel, IN. The session will cover several succession planning options and their respective special considerations, focusing on a defined benefit plan called a Cash Balance Plan, which can allow for tax-deferred growth up to $3.1 million for eligible small business owners.

The panelists will also provide an overview of several options for succession planning and the respective tax considerations of each, including employee stock ownership plans (ESOPs), third-party sales, sales/gifts to family members, charitable gifts, and management buy-outs.