Maximizing Proceeds in Private Company Exits: ESOPs and Other Alternatives

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COST: $79.00 SPEAKERS: Louis Vlahos, Tax Partner, Farrell Fritz, P.C. David Johanson, Partner, Hawkins Parnell Thackston & Young LLP Stefan Whitwell, CFA, CIPM, President and Co-Founder, National Wealth Partners, LLC MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan...

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...

July 18, 2019 1:00 PM – 2:00 PM PDT: Opportunity Zones — Tax Planning for Closely Held Businesses

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PANEL: Louis Vlahos, Tax Partner, Farrell Fritz, P.C. Craig Bernstein, Principal, OPZ Bernstein Opportunity Zone Fund David Rosen, Partner, Director of Tax Services at RS&F MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co. COST: COMPLIMENTARY LEADING FIRMS...