TAX REFORM SEMINAR SERIES
Effective Strategies to Take Advantage of the Tax Cuts & Jobs Act
PART IX: STRATEGIC ESTATE PLANNING FOR FAMILY-OWNED/CLOSELY HELD BUSINESS OWNERS
Join us for the next installment of our Tax Reform Seminar Series, which will discuss estate planning for owners of family-owned and closely held businesses. Topics will include:
- Tax and estate planning strategies for owners of closely held businesses
- The importance and impact of a valuation on your transaction
- Tax affecting the earning in a valuation
- Prepositioning your company for sale
- Corporate restructuring to maximize the gifting power and minimize control risk
- Gifting versus selling
- Gifting strategies to older generations… why would you do it?
Speakers:
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Renee Vidal, Shareholder, Taxation, Trusts & Estates and Business & Corporate Departments, Flaster Greenberg PC
-
Courtney Dolaway, Attorney, Taxation, Trusts & Estates and Business & Corporate Departments, Flaster Greenberg PC
- Stacey D. Udell, CPA/ABV/CFF, CVA Director, HBK Professionals & Consultants
Director of Valuation, Litigation and Forensics for the Mid-Atlantic Region
Date & Time:
Thursday, October 3, 2019
Registration and Networking: 8:00 – 8:30 a.m.
Seminar and Q&A: 8:30 – 10:00 a.m.
Location:
Flaster Greenberg PC
1810 Chapel Ave West
Cherry Hill, NJ 08002
Credits:
Attorneys: 1.5 substantive Pennsylvania CLE credits (NJ reciprocal)
CPAs: 1.5 PA and NJ CPE credit
CFPs: 1.5 credit hours granted by the Certified Financial Planner Board of Standards, Inc. Level of Knowledge: Intermediate
- Courtney Dolaway