Opportunity Zones — Tax Planning for Closely Held Businesses

|Comments are Off
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. The panel will focus on the...

Dec. 18, 2019 1PM-2PM Pacific Time: Business and Tax Preparedness in a Sale of a Private Company

|Comments are Off
REGISTER COMPLIMENTARY / SUBMIT QUESTIONS TO SPEAKERS IN ADVANCE HERE SPEAKERS: Louis Vlahos, Tax Partner, Farrell Fritz, P.C. Cynthia Romano, CTP, Principal, Global Director, CohnReznick Relani Belous, Principal and Founder, Belous Law Corporation Vanita Spaulding, Managing...

Maximizing Proceeds in Private Company Exits: ESOPs and Other Alternatives

|Comments are Off
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 & Co....

Tax Considerations in M&A for Buyers and Sellers

|Comments are Off
SPEAKER: Louis Vlahos, Tax Partner, Farrell Fritz, P.C. MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co. MAJOR TOPICS: •Tax affect on deal economics •Specific tax considerations •Target’s tax characteristics •Form matters •Stock sale v. asset sale •Continuing...

What Business Owners Need to Know About Successfully Transitioning Their Company

|Comments are Off
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...

Family Business Exit Planning: Key Pitfalls and How to Avoid Them

|Comments are Off
PANEL: Renee Fellman, Award-Winning Turnaround Expert and Interim CEO Louis Vlahos, Tax Partner, Farrell Fritz, P.C. JR Lanis, Corporate Securities Partner, Drinker Biddle Mark Goulston, CEO, The Goulston Group MODERATOR: Alex Kasdan, Senior Managing Director, Investment Banking,...

Managing Different Shareholder Constituencies in the Private Company Sale

|Comments are Off
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...