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OCTOBER 21, 2022

CFO webinar series: Session 1 - Pre-Transition Planning Can Save Estate Tax dollars

 

Session 1 – Seize the opportunity: Pre-Transition Planning Can Save Estate Tax Dollars

 

The role of the CFO is evolving beyond day-to-day financial and accounting functions. The CFO may now also find themselves involved in business transition and personal wealth planning discussions for company owners.  Our experts from the BMO Corporate Advisory and BOSS - Business Owner Strategies & Solutions teams discuss how pre-transition planning can save estate tax dollars. 

 

Click the image below to watch to the first session of a five-part virtual webinar series.

 

Please click on link below to watch Session 2

CFO webinar series: Session 2 - Winning the talent battle: Equity Compensation Incentives to Attract & Retain Management