Wealth Transfer Stories from Closely Held Businesses

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.