Webinar: What Family Businesses Need to Know About Succession Planning by SobelCo

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About

Please attend this important webinar on Tuesday, June 21 at 8:30 am to hear a discussion facilitated by Brad Muniz, Assurance Partner at SobelCo, and panelists Philip Corbo, Esq, Shareholder at Orloff Lowenbach Stifelman & Siegel, Monica Kaden, Managing Director of Forensic + Valuations Practice at SobelCo and James Apostolico, Founder of The IFP Group, Inc.

Some of the issues that will be addressed during this webinar are:
• Transferring equity to the next generation in a tax-efficient manner
• Planning for estate and gift taxes
• Transferring equity but maintaining control
• Preparing the business for possible sale
• Liquidity to pay taxes or for buyout on death

We look forward to seeing you and addressing your issues.

Price

Free

Language

English

Who can attend

Everyone

Dial-in available? (listen only)

Yes.

Dial-in Number

Please register for this Webinar to view the dial-in info.

Hosted By SobelCo

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Featured Presenters

Brad Muniz

Member of the Firm, SobelCo

Brad E. Muniz, Member of the Firm and Director of Accounting and Auditing at SobelCo, serves small businesses and individuals in the areas of accounting, auditing, tax, and business consulting. Brad has over 30 years of experience in the areas of...

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Monica Kaden

Director of Business Valuations, Sobel EAC Valuations

Monica Kaden joined the SobelCo team in 2019 as a Director serving in the Sobel EAC Valuations Practice. She began her career as a commercial lender for a large British Bank before transitioning to a role in the corporate finance group of a “Big...

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Philip C. Corbo, Esq.

Shareholder, Orloff Lowenbach Stifelman & Siegel

HIGHLIGHTS
> Tax and estate planning for individuals, including business executives, professionals, and
owners of closely-held businesses
> Estate and trust administration, including preparation of federal and state estate tax returns,
state...

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James Apostolico

Certified Financial Planner and Founder, IFP Group, Inc.

James Apostolico is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant. He is the founder of The IFP Group, Inc. His company offers a full array of wealth management and insurance services which they make...

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