What Business Owners Need to Know About Successfully Transitioning Their Company

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PANEL: Robert Wagner, CPA, Practice Leader – Financial Management Services at HoganTaylor LLP Thomas Mahoney, CFA, CAIA, Senior Portfolio Manager, UBS Private Wealth Management Louis Vlahos, Tax Partner, Farrell Fritz, P.C. JR Lanis, Corporate Securities Partner, Drinker Biddle...

Cannabis Valuation, M&A and Tax Issues

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PANEL: Vanita Spaulding, CFA, ASA, Managing Director, Cogent Valuation Mike Goral, Partner, Tax Department, Squar Milner Emily Burns, Cannabis Law & Policy Expert, Attorney, Offit Kurman Eric Foster, Partner, Dentons, Canada LLP MODERATOR: Alex Kasdan, Senior Managing...

Estate Planning for Business Owners and High Net Worth Families Under the New Tax Law

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SPEAKER: Louis Vlahos, Tax Partner, Farrell Fritz, P.C. As Farrell Fritz’s lead tax attorney, Louis Vlahos has extensive experience in corporate, partnership and individual income taxation, and in estate and gift taxation, including tax planning, ruling requests, and tax...

Liquidity Options for a Closely-Held Company

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PANEL: Louis Vlahos, Partner, Farrell Fritz Thomas Mahoney, CFA, CAIA, Senior Portfolio Manager, UBS Private Wealth Management Doug Himmel, President, Melville Capital Neil Morganbesser, President, DelMorgan & Co. MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan...

Strategies for US Companies’ Expansion Abroad

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PANEL: Mark McNeill, Partner, International Arbitration Group, Shearman & Sterling Jim Rosener, Partner, Commercial Department, Head of International Practice Group, Pepper Hamilton David Forst, Partner, International Corporate Tax, Fenwick & West LLP Neil Morganbesser,...

Apr 12, 2018 11:00 AM – 12:00 PM PDT: Essential Wealth and Tax Planing for Business Owners and Ultra High Net Worth Families

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PANEL: Thomas Mahoney, CFA, CAIA, Senior Portfolio Manager, UBS Private Wealth Management Rob Strauss, Shareholder, Weinstock Manion Jason Cain, Managing Partner, Private Client Services, BDO MAJOR TOPICS: Effect of new tax legislation on estate planning Once in a generation...