Philanthropy and Legacy Building Strategies: A Holistic Approach to Business Exit Planning

GREATER LOS ANGELES CHAPTER EVENT

Philanthropy and Legacy Building Strategies: A Holistic Approach to Business Exit Planning


When selling or transitioning out of a family business the most often neglected factor in the total equation is the fact that this business owner will now have access to more “cash” than ever in his or her entire lifetime

LEARNING OBJECTIVES:

  • How to spend the money wisely is the most difficult of decisions.
  • How will the business owner be able to minimize tax and maximize the value received from this sale of all or part of the assets of the company?
  • Does the business owner want to create a legacy to pass on to his/her children? If yes, what form will that take and how will it continue to be funded?
  • If the donor is at all charitable and/or this is something he or she would like to inculcate into their kids how will this happen? What shape will it take?
  • How will this be funded?

Learn some of the answers and approaches that the business owner can contemplate and choose from to make his/her life without the “business” as rewarding…if, not more so…than it was pre-exit.

Moderators: Baruch Littman, Vice President, Development, Jewish Community Foundation of Los Angeles

 

 

 

Thank you to our sponsoring firm:

JCF Logo Colo

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILosAngeles.org.

Rob Strauss

Rob Strauss

JD Partner, Weinstock Manion

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Fran Lottery, Ph.D.

Fran Lottery, Ph.D.

Founding Member, Relative Solutions

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Elana Wien

Elana Wien

Vice President, Center for Designed Philanthropy, Jewish Community Foundation of Los Angeles

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Continuing Education


CEPAs receive 1 CE credit

CFPs receive a certificate for 0 CE credit

CPAs receive a certificate for 0 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.