Financial planner Mark Burkholder explains “golden handcuffs”, estate tax law change and more

Mark Burkholder, president of the Auto Dealer Services Group for Peachtree Planning is an expert financial planner whose specialties include succession planning and estate planning. But at the recent 2024 BHPH United Summit, he spoke about something different – “golden handcuffs”, a strategy dealers can use to entice key employees to stay in the business. On this episode of the Auto Remarketing Podcast, Burkholder explains how that works, as well as discussing the importance of having a succession plan and the potentially enormous impact of a coming change in the estate tax law.