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September 22, 2015
11:00AM - 12:00PM
The Tax Consequences of Successorship: What's Your Plan?
OADA Webinar
Register Here!
Succession planning is a continuing process – not just an issue that exists in the future. Do you have a plan? Are you aware of all of the tax consequences of your plan? Do you need to
get started?
Join OADA and Melanie LaSota, the Director of Estate and Trust Tax Services from Schneider Downs, as we take an in-depth look at this important topic. This webinar will explore the various succession planning options for your dealership. We will compare the income, gift and estate tax consequences of these options so you can have a complete understanding of the tax cost involved. Finally, there will be a discussion of the changes in the estate and gift laws since 2012 and the effect these changes will have on your planning.
OADA is pleased to welcome Melanie LaSota, CPA, JD, to present this information to you. Melanie, the Director of Estate and Trust Tax Services for Schneider Downs, specializes in estate and succession planning for owners and executives of closely held businesses, which include automobile dealerships, real estate entities, construction companies, manufacturing companies and service providers. She has more than 20 years of experience advising clients on transferring wealth to succeeding generations and then implementing the agreed-upon plans.
Melanie is also responsible for the administration of trusts and estates, including the preparation of the annual income tax returns to the preparation of the federal estate and state inheritance tax returns. Melanie holds a Juris Doctorate from Duquesne University School of Law, and a Business Administration degree from the University of Pittsburgh.
Connection fee for OADA members is $30 per connection, with a $50 connection fee for non-member dealers. Register Here!
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09/22/2015 11:00 AM
09/22/2015 12:00 PM
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The Tax Consequences of Successorship: What's Your Plan?
Register Here!
Succession planning is a continuing process – not just an issue that exists in the future. Do you have a plan? Are you aware of all of the tax consequences of your plan? Do you need to get started?
Join OADA and Melanie LaSota, the Director of Estate and Trust Tax Services from Schneider Downs, as we take an in-depth look at this important topic. This webinar will explore the various succession planning options for your dealership. We will compare the income, gift and estate tax consequences of these options so you can have a complete understanding of the tax cost involved. Finally, there will be a discussion of the changes in the estate and gift laws since 2012 and the effect these changes will have on your planning.
OADA is pleased to welcome Melanie LaSota, CPA, JD, to present this information to you. Melanie, the Director of Estate and Trust Tax Services for Schneider Downs, specializes in estate and succession planning for owners and executives of closely held businesses, which include automobile dealerships, real estate entities, construction companies, manufacturing companies and service providers. She has more than 20 years of experience advising clients on transferring wealth to succeeding generations and then implementing the agreed-upon plans.
Melanie is also responsible for the administration of trusts and estates, including the preparation of the annual income tax returns to the preparation of the federal estate and state inheritance tax returns. Melanie holds a Juris Doctorate from Duquesne University School of Law, and a Business Administration degree from the University of Pittsburgh.
Connection fee for OADA members is $30 per connection, with a $50 connection fee for non-member dealers. Register Here!
OADA Webinar
