Sign On
  • Online Banking
    Sign On Form is Loading

About $10 trillion in closely-held business assets are estimated to transition by 2030, but the majority of owners lack proactive transition strategies. This series helps close the gap with innovative approaches for preparing to transition, maximizing value, evaluating strategies for tax planning and much more. Join our experts in virtual events now through December.

Upcoming Events

October 21, 2021

The Merger and Acquisition Process: Getting Stakeholders Ready for a Transaction

Virtual Event - 3:00 PM ET

Speakers:
Carey Spencer, MFP, CWS®, HDP™, RFP®, Family Wealth Strategist
Mike Ella, CPA, Director of Family Wealth Consulting

Section 1202 exclusions. Two-year installment sales. Intentionally defective grantor trusts combined with self-canceling installment notes. Depending on what phase of transition you’re in, the array of options can seem bewildering.

Join Key Family Wealth Business Advisory Services’ Jeffrey Getty and Mike Ella as they make sense of the complex world of pre-and post-sale planning strategies for companies undergoing the M&A process. Listen in as our experts provide the blueprint and vehicles for minimizing your tax burden and maximize potential value post-transaction before making the decision you’ve been building toward throughout your career.

Topics:

  • Understand which phases in transition warrant which types of financial vehicles or strategies
  • Model practical state income tax management strategies
  • Break down effective estate freezing and split-interest gift techniques
  • Diagram ongoing tax strategies for operating businesses

Register Now

June 2021

Previous Events

September 16, 2021

M&A Process - Pre and Post-Sale Tax Strategies

Virtual Event - 3:00 PM ET

February 2021
August 19, 2021

Unlocking Opportunity Series: Insights into Merger and Acquisition Valuation

Virtual Event

June 2021
July 15, 2021

Unlocking Opportunity Series: Asset Protection Planning for Business Owners

Virtual Event

February 2021
May 27, 2021

Unlocking Opportunity Series: Dealing with Disruption: Managing Transition Options Amid Uncertainty

Virtual Event

February 2021
May 13, 2021

Unlocking Opportunity Series: The Top Financial Moves to Stay Ahead of 2021 Tax Proposals

Virtual Event

February 2021
April 22, 2021

Unlocking Opportunity Series: I Have an Unsolicited Offer for my Business – What Should I Do?

Virtual Event

February 2021