EPC Webinar Replay:
Business Succession Planning
Panelists: James S. Aussem, AEP®, Timothy P. Malloy, Atty, CAP®, Thomas B. Strauchon, CFP®
Attendees who wish to do so are encouraged to gather together for a casual happy hour following the program to continue the discussion! A nearby location will be announced the day of the program.
Complimentary for Members!
Each member is also permitted to bring one guest to this event.
About the Program
This intermediate program will describe the characteristics of a family business, the goals of the founding family member, and the various strategies for passing the business down to the next generation or disposing of it outside the family, in some cases with examples. It will also discuss the business succession planning process and highlight difficult issues that can arise and ways to avoid or minimize problems.
The program originally aired on February 10, 2016 as a part of the National Association of Estate Planners & Councils Robert G. Alexander Webinar Series. EPC Cleveland will be offering a replay of the webinar and will follow the program with a one-hour roundtable session led by Missia H. Vaselaney, AEP®, CPA (inactive) (Taft Stettunius & Hollister LLP) with local subject matter experts:
James S. Aussem, AEP® ∙ Cavitch, Familo, Durkin Co., LPA
Timothy P. Malloy, Atty, CAP® ∙ Key Private Bank
Thomas B. Strauchon, CFP® ∙ Sequoia Financial Group LLC
EPC Cleveland is grateful to Key Private Bank for providing the use of their facility for this event.
About the Webinar Presenter
Lou Mezzullo is a consulting partner with Withers Bergman LLP, practicing principally out of its Rancho Santa Fe, CA office. He is a former President of the American College of Trust and Estate Counsel, former chair of the American Bar Association Section of Real Property, Trust and Estate Law, and former chair of the American College of Tax Counsel. He has been listed in Best Lawyers for Trusts and Estates, Tax, and Employer Benefits for over 25 years, and is listed in Band One in wealth management for the Western Region by Chambers, USA. He has authored or co-authored 14 books on Estate Planning related topics.
Reservation Policy – All attendees are encouraged to register in advance. There is no fee to attend the program. Each member is permitted to bring one non-member guest.
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. To obtain credit, the attendee must stay through both the webinar and roundtable discussion, partial credit is not available. A certificate of completion will also be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements. The council strongly recommends that those who are self-reporting check with their governing body to determine the eligibility of continuing education credit for an on-demand distance-learning program.
To Reserve, click "Register Now" below.
