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.

MAJOR TOPICS:

•Common mistakes made by business owners and how advisers can help prevent them

•Preparation and timing

•Philanthropic plans

•Estate planning and risk mitigation

•Transaction structure and process

•Types of acquirers

•Maximizing tax efficiency

•Tax deferrals

•Federal, state and local tax considerations

•Shareholder goals and deal terms

•ESOP as an exit strategy

LEADING FIRMS SHARE THEIR KNOWLEDGE ON EXPERT WEBCAST: