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WATCH THE REPLAY The panel will discuss personal and corporate exit planning, estate and wealth planning, transfer alternatives (sale, ESOP, family) self-diligence and due diligence, transactional process, importance of valuation, and anticipated tax changes.  We will also...

WATCH THE REPLAY Family legacy and estate and tax planning have become a multi-advisor sport rife with potential conflicts and pitfalls.  Our panel of experts will discuss business and personal steps essential to planning for a successful business transition,...

PANEL: Mark Higgins, President, Higgins, Marcus & Lovett Inc. JR Lanis, Partner, Drinker Biddle Zach Kimball, Managing Director, Development Advisors Inc. Rick Williams, Partner, Newport Board Group Neil Morganbesser, President, DelMorgan & Co. MODERATOR: Alex Kasdan,...

ACCESS / DOWNLOAD FEE: $50 PANEL: James Brockway, Partner, Withersworldwide Jennifer Borow, Partner, Sklar Kirsh LLP James Andersen, Partner, Hemming Morse Mark Higgins, Partner, Higgins, Marcus & Lovett Patrick Stroth, President, Rubicon Insurance Services David James,...

PANEL: Craig Lilly, Partner, Baker & McKenzie Thomas N. Mahoney, CFA, CAIA, Private Wealth Advisor, Senior Portfolio Manager, UBS Private Wealth Management Greg Reber, Founder and CEO, AsTech Consulting Mike Evans, Managing Director, Newport Board Group Neil Morganbesser,...

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...