At The Podium

	Spencer W. Haines

McAfee & Taft tax attorney Spencer Haines serves on a panel of advisory experts from the accounting, financial and legal industries to discuss the unique issues and challenges associated with succession planning for family-owned businesses at the 2015 Tulsa Family Business Forum in Oklahoma City sponsored by The Journal Record.

Discussion topics include:

• Critical components of a succession plan from a legal, tax, accounting and financial perspective
• Greatest risks faced by business owners who do not plan well
• How a family’s ability to communicate impacts succession planning
• Why “fair is not always equal and equal is not always fair” in family-owned businesses
• Strategies for motivating the senior generation to take action as it relates to planning
• Frequently asked questions by family members when planning for succession of ownership or management