Maximize Your Money - Negotiating Tax Challenges that Impact Your Family Business' Future - Mar 17, 2016 - Conway Center for Family Business

Maximize Your Money - Negotiating Tax Challenges that Impact Your Family Business' Future

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Name: Maximize Your Money - Negotiating Tax Challenges that Impact Your Family Business' Future
Date: March 17, 2016
Time: 7:30 AM - 9:00 AM EDT
Registration: Register Now
Event Description:
Ed Morrow, Director of Wealth Transfer and Tax Strategies for the Key Private Bank Family Wealth Advisory Service Group and Matt Stewart, Senior Financial Planner with Key Private Bank will present some “thinking outside the box” ideas for tax planning and asset protection for family businesses. Topics include:
  • Update on tax laws
  • Ways to minimize capital gains tax and estate tax on the sale or transfer of appreciated assets
  • Methods to protect your wealth from lawsuits and creditors
This program will also include a panel discussion on ESOPs with Conway Center members Brian Hina, Hina Environmental Solutions and Dwight Smith, Sophisticated Systems.  
 
Location:
Ohio Dominican University
Community Room in Alumni Hall
1215 Sunbury Road,
Columbus, Ohio 43219
 
Date/Time Information:
March 17, 2016
7:30 - 9:00 a.m.
Contact Information:
Amy Dotts, Event Coordinator
Fees/Admission:
Free for members, $35 for non-members

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