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X-WR-CALDESC:PKF O'Connor Davies - Events
BEGIN:VEVENT
UID:20260507T1500Z-1778166035.72-EO-21586-1@127.0.0.1
STATUS:CONFIRMED
DTSTAMP:20260609T180605Z
CREATED:20260507T133259Z
LAST-MODIFIED:20260507T163014Z
DTSTART;TZID=America/New_York:20260519T080000
DTEND;TZID=America/New_York:20260519T110000
SUMMARY: Maximizing Value\, Minimizing Tax: QSBS Strategies for Founders\, 
 Business Owners & Family Offices
DESCRIPTION: One of the most powerful — yet underutilized — tax planning op
 portunities available today is IRC Section 1202 Qualified Small Business St
 ock. Join us for a breakfast seminar to learn how founders\, business owner
 s and family offices of high-net-worth individuals can apply this tax-savin
 g opportunity to their advantage.
X-ALT-DESC;FMTTYPE=text/html: <p>One of the most powerful — yet underutiliz
 ed — tax planning opportunities available today is IRC Section 1202 Qualifi
 ed Small Business Stock.<br /> <br />Join us for a breakfast seminar to lea
 rn how founders\, business owners and family offices of high-net-worth indi
 viduals can apply this tax-saving opportunity to their advantage.<br /> <br
  />You’ll gain practical strategies and actionable insights from our knowle
 dgeable panelists. They’ll cover:</p><ul><li>Entity structure consideration
 s.</li><li>Tax minimization strategies pre-transition.</li><li>Advanced wea
 lth transfer techniques.</li><li>Guardrails\, pitfalls and looking ahead.</
 li></ul><p>You’ll also walk through a case study to learn how to put this i
 nformation into action. <br /> <br />An interactive Q&A will follow the pre
 sentations.</p><p><strong>Featuring</strong>:</p><ul><li><a href="https://w
 ww.pkfod.com/people/laura-k-barooshian/">Laura Barooshian</a>\, CPA\, Partn
 er\, PKF O'Connor Davies</li><li><a href="https://www.pkfod.com/people/eric
 -gelb/">Eric Gelb</a>\, CPA\, Partner\, PKF O'Connor Davies</li><li><a href
 ="https://www.foxrothschild.com/john-g-hodnette">John Hodnette</a>\, Partne
 r\, Taxation & Wealth Planning Practice\, Fox Rothschild</li><li><a href="h
 ttps://www.foxrothschild.com/matthew-r-kittay">Matthew Kittay</a>\, Partner
  and Co-Chair\, Mergers & Acquisitions Practice\, Fox Rothschild</li><li><a
  href="https://www.pkfod.com/people/kelly-morrison-lee/">Kelly Morrison Lee
 </a>\, Managing Director\, PKF O'Connor Davies</li><li><a href="https://www
 .foxrothschild.com/sarah-j-wentz">Sarah Wentz</a>\, Partner and Chair\, Fam
 ily Offices Practice\, Fox Rothschild</li></ul><p><strong>Moderator</strong
 >:</p><ul><li><a href="https://www.foxrothschild.com/matthew-n-bobrow">Matt
 hew Bobrow</a>\, Partner and Chair\, Investment Fund Formation & Management
  Practice\, Fox Rothschild</li></ul>
CATEGORIES:Speaking Engagements
LOCATION:Fox Rothschild
GEO:0.000000;0.000000
ORGANIZER;CN="Connor Durso":MAILTO:cdurso@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/maximizing-value-minimizing-tax-
 qsbs-strategies-for-founders-business-owners-family-offices/
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TZID:America/New_York
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TZOFFSETFROM:-0500
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DTSTART:20260308T070000
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