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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

July 15, 2021

Asset Protection Planning for Business Owners

Virtual Event - 3:00 PM ET

Speakers
Jeffrey T. Getty, JD, MS TAX, CFP®, AEP®, Author, Speaker, Managing Director of Family Wealth
Francis Brown, JD, MIM, LL.M. (Tax), CM&AA, Sr. Director Family Wealth Consulting

It is estimated that one lawsuit is filed every thirty seconds in the US, and about one in every ten adults issued each year.

It’s important to organize your affairs to protect against risks that would otherwise threaten assets. It can protect against the ramifications of an adverse judgment and deter litigation or incentivize a quick and reasonable settlement.

Managing Director of Family Wealth Jeffrey T. Getty is joined by Senior Director of Family Wealth Consulting Francis Brown, as they host this interactive workshop focused on the most common at-risk assets and how you can protect them. Join Jeff and Francis as they walk through where liability exposure comes from, which assets are protected by statute, by insurance, or by a legal entity, and which assets are exposed. After attending, you’ll walk away with a firm grasp of what these strategies will accomplish and how to evolve these elements of your plan as your net worth grows.

Topics:

  • List sources of potential liability exposure
  • Examine the continuum of asset protection tools and strategies
  • Identify which asset protection strategies will accomplish and what they will not
  • Demonstrate why your asset protection needs evolve as your net worth grows

You’ll gain a firm grasp of what these strategies will accomplish and how to evolve these elements of your plan as your net worth grows.

Register Now

February 2021
August 19, 2021

Insights into Merger and Acquisition Valuation

Virtual Event - 3:00 PM ET

Speakers:
Francis P. Brown, JD, MIM, LL.M, Director of Family Wealth Consulting
Joel T. Redmond, CFA, ABV, CFP®, Director, Family Wealth Consulting

The environment of mergers and acquisitions includes a level of uncertainty. Given unprecedented market disruptions caused by the COVID-19 pandemic and recent inflation rates, business owners have seen their valuations thrown into flux. A review of the fundamental practices of M&A, tenants of appraisal, and trends is needed to maximize the proper understanding of a valuation in today’s market.

Don’t miss this engaging session hosted by Director of Family Wealth Consulting, Francis Brown and Director of Family Wealth Consulting Joel Redmond , as they take a deep dive into when a valuation of a business is needed and the top mistakes to look for during appraisals that may impact your valuation.

Topics:

  • Illustrate when a valuation of a closely held business needed – and when it’s not
  • Outline the process and methodologies that guide appraisal
  • List the common mistakes business appraisers can make
  • Understand how an appraiser values your business compared to an M&A professional/buyer

Register Now

June 2021
September 16, 2021

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

Virtual Event - 3:00 PM ET

Speakers:
Jeffrey T. Getty, JD, MS TAX, CFP®, AEP®, Author, Speaker, Managing Director of Family Wealth
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.

The Family Wealth Business Advisory Services team discusses what phases in transition warrant specific types of vehicles, state income tax management strategies, estate freezing, split-interest gift techniques, and ongoing tax strategies for operating businesses.

Register Now

February 2021
October 14, 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

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