One of the significant challenges in Succession Planning is the transfer of assets, particularly vexing in a family or closely-held business. In this video, you'll learn about issues related to generational wealth transfer from Sammy Campo, the third-generation owner of Campo Sheet Metal, and Rod Fernandez, president of Affordable Tours, a very successful online travel company on how they navigated these issues. And Briggs & Veselka tax partner, Kevin Lovins, delivers some good news on the tax planning aspects of wealth transfer under the federal tax bill signed a few weeks ago.
- HomeA Legacy of Loyalty
- About
-
Services
- Audit
- Tax
-
Consulting
- Business Valuation Services
- Client Accounting Services
- Cybersecurity, Digital Forensics, and eDiscovery
- Family Law Forensic Accounting
- Forensic Accounting and Investigation
- Financial Services Consulting
- Fraud Risk Assessment
- Internal Audit and SOX
- IT Advisory
- Litigation Support
- Outsourced CFO Services
- Periscope Data Analytics
- Privacy Risk Assessment
- Transaction Advisory Services
- Industries
- Events
- Resources
- Careers
- Subsidiaries
- Contact / Locations