Watch Stanton’s Segment OBBBA estate planning and business succession are the core themes of Stanton Geller’s session, helping owners protect growing estates and prepare heirs for long-term stewardship. Key Takeaways from Stanton’s OBBBA Estate Planning and Business Succession Session Stanton looks at OBBBA through the lens of a tax and estate attorney who has worked […]
Watch Lee’s Segment OBBBA exit planning and AI disruption are central themes in Lee Heisman’s session, offering business owners a clear view of how the new rules and technology shifts affect valuations and exit timelines. Key Takeaways from Lee’s OBBBA Exit Planning and AI Disruption Session Lee brings a dealmaker’s perspective to OBBBA, focusing on […]
Watch Charles’ Segment OBBBA insurance and liquidity planning is at the center of Charles Melvin’s session, helping business owners prepare for future estate tax and liquidity needs. Key Takeaways from Charles’ OBBBA Insurance and Liquidity Planning Session Charles steps into the OBBBA conversation with a straightforward premise: if you own a valuable business or portfolio, […]