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Pre-Sale Planning and Wealth Management (EPI Chapter)

June 21, 2018 @ 7:30 am - 9:30 am EDT

When business owners are selling their company, closing the deal is often all they think about. Owners may feel that taking steps in anticipation of a sale is like “putting the cart before the horse.” Not so! A truly efficient sale incorporates tax planning opportunities that can result in significant income, gift, and estate tax savings that may be lost once the deal is closed. Effective pre-sale planning can have a significant positive impact on the outcome. When contemplating the sale of a business, owners should make sure that the transaction structure complements their family’s financial goals and objectives. This is the intersection of pre-sale planning and wealth management.

We will be discussing:

  • Importance of preparation and planning
  • What is wealth management
  • Building the deal team
  • Understanding the options
  • Importance of financial modeling
  • Generating competitive tension

When and Where

  • Thursday June 21, 2018 @ RitzCarlton in Tysons
  • 0730-0800 Networking
  • 0800-0900 Presentation

Panelists:

John P. Dedon is a tax lawyer with a talent for explaining the complexities of tax law in lay terms. Working in the estate planning, asset protection and business areas for more than 35 years, John helps clients preserve assets and plan for the future with traditional planning tools, including Trusts (dynasty trusts, intentionally defective trusts, grantor retained annuity trusts), LLC and partnership entities, and cutting- edge concepts such as cryonic preservation trusts. John also works extensively in the charitable area, creating public and private charities, remainder and lead trusts, supporting organizations, and churches.

John has been quoted extensively in newspapers throughout the country, including the Wall Street Journal, Washington Post, and Chicago Tribune. He has written numerous articles for professional journals and publications on tax issues and speaks on tax matters and wealth preservation issues for health care providers, certified public accountants, lawyers, financial planners, and the public. He is also the author of the blog, Dedon on Estate Planning, a regularly updated discussion of estate planning topics affecting Virginia residents and U.S. citizens.

Marty S. Babitz is a Wealth Strategist for BNY Mellon Wealth Management. He advises clients on all aspects of family wealth transfer, business succession, philanthropy, and income tax, estate tax, gift tax, and generation skipping tax mitigation strategies. Prior to joining BNY Mellon Wealth Management, Marty was a Senior Vice President and National Director of Estate Planning for Hawthorn, PNC Family Wealth. Marty previously was a Senior Wealth Planner for Brown Brothers Harriman and PNC Wealth Management. Marty has over twenty-nine years experience in wealth management and estate planning, previously as an attorney in private practice with New Jersey based firms McCarter & English and Archer & Greiner focusing on estate planning, tax planning, charitable planning and business succession planning.

Marty has been widely published in national and regional legal periodicals such as Estate Planning Magazine, Journal of Practical Estate Planning, and the New Jersey Law Journal. Marty is a regular speaker for groups of attorneys and other professionals. He is a course planner and faculty member for the Pennsylvania Bar Institute. Marty is a member of the Pennsylvania and New Jersey Bars as well as the Philadelphia Estate Planning Council. Marty serves on the Board of Liberty USO and on the Professional Advisors Council of the Barnes Foundation. Marty earned a Bachelor of Science in Economics, summa cum laude, from the Wharton School of the University of Pennsylvania and a Juris Doctor from the University of Pennsylvania Law School.

Details

Date:
June 21, 2018
Time:
7:30 am - 9:30 am
Event Category:

Organizer

Quantive
Phone:
(888) 827-1624
Email:
info@GoQuantive.com
Website:
www.GoQuantive.com

Cancellation Policy: Refunds available until 5 days out from the event.

Venue

The Ritz-Carlton, Tyson’s Corner
1700 Tysons Boulevard
McLean, VA 22102 United States
+ Google Map
Phone:
+17035064300
Website:
http://www.ritzcarlton.com/en/hotels/washington-dc/tysons-corner