Estate Planning for Business Owners
Estate planning isn’t just for the wealthy—it’s for every business owner who wants to protect what they’ve built.
If you’ve ever thought, “I don’t have enough to preserve or pass down,” this video is for you. In this eye-opening webinar, we walk you through essential estate planning strategies tailored specifically for business owners—no matter the size of your enterprise.
0:00 - Introduction
5:31 - Ying Sa Background Information
8:48 - No Responsibility Disclaimer
10:49 - What is Estate?
17:55 - Estate Tax
24:08 - How is a Trust related to Estate?
31:12 - Building a "House" to protect Estate
36:11 - Furnishing the "House"
45:25 - Addressing Household Issues
50:55 - Visit the "House" often and bring others
53:41 - Find the right "House" keeper
1:00:56 - Community CPA contact information
About Community CPA
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Community CPA is a firm specializing in growing small and mid-sized businesses. We are your next-level CPA firm and your trusted advisors who speak your language.
Contact us for accounting, advisory & legal, audit and attest, payroll, taxation
Email: [email protected]
Telephone: 515-288-3188
Website: www.communitycpa.com
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Disclaimer: CommunityCPA, as part of our services to our valued clients, is providing these seminars in order for businesses to cope with the current pandemic. We are not responsible for any damages the attendees or viewers may suffer as a result of following any of the advice or information provided. Although we are doing our best to stay informed, the current situation is very dynamic and the information could change at any time without any notice. Our information and advice is not legal in nature and should not be construed as such. Please consult your legal counsel if you should need any legal advice.