One of the most powerful — yet underutilized — tax planning opportunities available today is IRC Section 1202 Qualified Small Business Stock.
Join us for a breakfast seminar to learn how founders, business owners and family offices of high-net-worth individuals can apply this tax-saving opportunity to their advantage.
You’ll gain practical strategies and actionable insights from our knowledgeable panelists. They’ll cover:
- Entity structure considerations.
- Tax minimization strategies pre-transition.
- Advanced wealth transfer techniques.
- Guardrails, pitfalls and looking ahead.
You’ll also walk through a case study to learn how to put this information into action.
An interactive Q&A will follow the presentations.
Featuring:
- Laura Barooshian, CPA, Partner, PKF O’Connor Davies
- Eric Gelb, CPA, Partner, PKF O’Connor Davies
- John Hodnette, Partner, Taxation & Wealth Planning Practice, Fox Rothschild
- Matthew Kittay, Partner and Co-Chair, Mergers & Acquisitions Practice, Fox Rothschild
- Kelly Morrison Lee, Managing Director, PKF O’Connor Davies
- Sarah Wentz, Partner and Chair, Family Offices Practice, Fox Rothschild
Moderator:
- Matthew Bobrow, Partner and Chair, Investment Fund Formation & Management Practice, Fox Rothschild