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...

Trends, Transactions and Opportunities in Oil and Gas

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PANEL: Michael King, Partner, Oil & Gas, Latham & Watkins Bill Wallander, Partner, Restructuring and Reorganization, Vinson & Elkins Jimmie Williams, Principal, Moss Adams Ben Collins, Director, Corporate Development Product Marketing, Intralinks Neil Morganbesser,...

Financing Options for the Cannabis Industry

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SPEAKERS: Elaine Carey, Managing Director, Forensic & Litigation Consulting, FTI Consulting Vanita Spaulding, Managing Director, SingerLewak LLP and Cannabis Valuation Richard Acosta, CEO and Managing Partner, Inception REIT Mark Levinson, Partner, Thompson Coburn LLP...

Distressed Asset Acquisitions

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 PANEL: James F. Davidson, CPA, CFF, CFE, CM&AA, CIRA, CTP, CGMA, CM&AP, CBA, Managing Director, Avant Advisory Group Norman Kinel, Partner, National Chair of the Firm’s Creditors’ Committee Group, Squire Patton Boggs Barry Kastner, Senior Managing Director, Trade Finance...

Feb 1, 2018 11:00 AM – 12:30 PM PST: Best Practices in Due Diligence: Insurance, Incentives and Other Often Overlooked Items

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PANEL: Jule Rousseau, Partner, Insurance and Reinsurance Litigation, Arent Fox Jim Rosener, Partner, Commercial Department, Head of International Practice Group, Pepper Hamilton Andrew McDonnell, President , AsTech Consulting Corwin Zass, Principal and Consultin...

Apr 5, 2018 11:00 AM – 12:30 PM PDT: Middle Market Buyouts – Family Offices and Private Equity

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  PANEL: Daniel G. Berick, Americas Chair of the Global Corporate Practice, Squire Patton Boggs James F. Davidson, CPA, CFF, CFE, CM&AA, CIRA, Managing Director, Avant Advisory Group Neil Morganbesser, President, DelMorgan & Co. MODERATOR: Alex Kasdan, Senior Managing...

Managing Different Shareholder Constituencies in the Private Company Sale

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PANEL: Louis Vlahos, Tax Partner, Farrell Fritz, P.C. David Johanson, Partner, Hawkins Parnell Thackston & Young LLP Neil Morganbesser, President, DelMorgan & Co. MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co. MAJOR TOPICS: Bargaining power at...

Tax Reform and Its Effect on Corporate America

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SPEAKER: David Forst, International Tax Lawyer, Tax Group Chair, Partner, Fenwick & West David is a lecturer at Stanford Law School and UC Berkeley Law School where he focuses on international taxation.  ​He is an editor of and regular contributor to the Journal of Taxation,...

Multi-Jurisdictional Bankruptcies – Chapter 15

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PANEL: Hon. Louise D. Adler, U.S. Bankruptcy Court (S.D. Cal.); San Diego Victor A. Vilaplana, Of Counsel, Business Reorganization Attorney, Foley & Lardner LLP. Kim Posin, Partner, Restructuring, Insolvency & Workouts Practice, Latham & Watkins Steven T. Kargman,...

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...