Please join us for this half-day seminar covering important topics that will help you plan for the future of your business. Whether the transition is a result of a merger or reorganization, the sale of ownership interests to your employees and/or family members, the outright sale or a redemption of ownership on death, retirement or disability, closely-held business owners eventually face the complexities of ownership transition for all or a portion of their business. Our experts will provide an overview of the implications in developing an overall ownership transition plan that fits the needs of your company by addressing the critical issues of ownership transition, including tax, financial, insurance and legal challenges.
8:00 AM – 8:30 AM
Continental Breakfast and Registration
Refreshments Sponsored by the Alliance for Manufacturing and Technology (AM&T)
8:30 AM – 8:45 AM
Introduction: Jim Rollo, CLU, ChFC, Jim Rollo Insurance and Financial Services, Inc.
8:45 AM – 9:30 AM
Ownership Transition Legal Issues, Ryan M. Mead, Esq. – Hinman, Howard and Kattell, LLP
9:30 AM – 10:30 AM
Ownership Transition Structure and Tax Planning Strategies, Michael J. Reilly, CPA/ABV, CVA, CFF, CDA – Dannible & McKee, LLP
10:30 AM – 10:45 AM
10:45 AM – 11:30 AM
Creative Life Insurance Funding Strategies, Jim Rollo, CLU, ChFC – Jim Rollo Insurance and Financial Services, Inc.
11:30 AM – 12:00 PM
Questions and Answers
The event is free, but please RSVP here to save your spot!