MTEC Educational Webinar
Merrill Lynch Private Wealth Management: “Planning Considerations For Founders"
Founders and small business owners typically devote all of their working energy towards their businesses – and for good reason! This may lead to neglecting their personal finances, particularly as it relates to planning considerations around their ownership in their businesses. In this session, we’ll provide an overview on planning considerations and tax mitigation strategies geared towards founders and business owners in the biotech and medical device industries. We’ll also provide an update on planning considerations following the recent enactment of the One Big Beautiful Bill Act. Specifically, we’ll address planning considerations for business owners throughout the lifecycle of a company (from choice of entity through navigating an exit) and highlight potential tax mitigation strategies including Qualified Small Business Stock (QSBS), Installment Sales to Grantor Trusts, Valuation Discounts and Grantor Retained Annuity Trusts (GRATs).
Date & Time
September 10, 2025
More Information
This webinar will:
- Provide an overview of the US Estate, Gift and Generation-Skipping tax system.
- Review key provisions of the One Big Beautiful Bill Act and its impact on closely-held business owners including estate planning.
- Review choice of entity considerations when starting a business.
- Illustrate the most common planning strategies that used to optimize the returns upon the sale of a business.
Speakers: Dina Friedman, Managing Director at Merrill Lynch Private Wealth Management