Holding the Annual Board Meeting: Legal Requirements and Tax Strategy

Mark J. Kohler, CPA, and Attorney will first explain the reasons why a ‘Board Meeting’, and specifically that of a “Family Board Meeting” is critical to the success of a family business. Mark will explain the requirements for a board meeting that creates real asset protection, the tax strategies related to the meeting, and the ability to train family members about the business and better leave a family legacy. Mark will also teach the procedures and best practices to hold the meetings on a regular basis. Bottom line, EVERY small business owner in America should be holding regular family board…