CFO Webinar Series: Session 1 – Pre-Transition Planning Can Save Estate Tax Dollars

The role of the CFO is evolving beyond day-to-day financial and accounting functions. The CFO may now also find themselves involved in business transition and personal wealth planning discussions for company owners. Our experts from the BMO Corporate Advisory and BOSS–Business Owner Strategies & Solutions–teams discuss how pre-transition planning can save estate tax dollars.

Watch the first session of a five-part virtual webinar series.