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2016 Merrill Lynch Family Gathering

Barack Ferrazzano Tax & Business Planning Group Chair Lance Rodgers was a featured speaker during the 2016 Merrill Lynch Family Gathering, held on September 21 - 22, 2016.

Lance's discussion focused on the devolution of a Family Business from older to younger generations, including key issues to consider during the transition. In addition, the talk examined the legitimate business structures available to resolve the tensions caused by the tax laws and to surmount the obstacles it creates in the way of a business' goals.


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