Essential Personal, Corporate and Valuation Planning for Business Owners During the Global Crisis

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WATCH THE REPLAY COVID-19 pandemic has had a devastating effect on global economies, financial markets, entire industries and many, if not most, middle-market companies, as well as personal and professional lives of the C-suite and business owners. While the crisis and...
7.17.14 Webcast

Raising Capital Via Tax Efficient Alternative Investment Strategies

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PANEL: Michael Sendowski, JD, CPA, Paramount Advisors Group Steven Huttler, Sadis Goldberg Cristine Sapers, Loeb & Loeb Kirk Van Brunt, Locke Lord MODERATOR: Alexander B. Kasdan, DelMorgan & Co. MAJOR TOPICS: Alternative investments:  hedge funds, merger arbitrage,...
Expert Webcast

2/26/2015, 11AM-12PM PST: FUND FORMATION

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PANEL: Cristine Sapers, Loeb & Loeb; Vincent Calcagno, KPMG; Jennifer Bellah Maguire, Gibson Dunn MODERATOR: Alexander B. Kasdan, DelMorgan & Co. Major Topics: Key terms and conditions for sponsors and investors; Fund structuring complexities and best practices;...

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...

Jun 16, 2016 11:00 AM – 12:00 PM PDT: Implementing Succession Plans and Exit Strategies for Closely Held Businesses

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PANEL: Chrisine Sapers, Loeb & Loeb MODERATOR: Alex Kasdan, DelMorgan & Co.