Taxwise and Valued Insights for Running and Transitioning Your Business

WEST MICHIGAN CHAPTER EVENT

Taxwise and Valued Insights for Running and Transitioning Your Business


Join us for our inaugural West Michigan Chapter meeting where we will meet with professional advisors and talk about the impact of recent tax law changes on running, selling and transitioning a business. This will include the impact of tax flow throughs to individuals and the key things to be aware of to minimize tax, risk and unexpected consequences of a transition.

 

Learning Objectives:

  • Understanding how the new tax laws will affect the business and its operations
  • What might them impact be if a business is sold or transferred

 

About the Presenter:

Learn from industry expert Ryan C. Sullivan, CPA, Tax Senior Manager with Rehmann about running and transitioning your business.

 

Meet the Presenter

 

Thanks to our sponsor!

This event is sponsored by Prometis Partners.

This meeting will be held at the Grand Rapids Chamber of Commerce.

Address: 240 Monroe Ave. NW, Grand Rapids, MI 49503

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI West Michigan 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.EPIGrandRapids.org

About the Presenter


Ryan C. Sullivan, CPA

Ryan C. Sullivan, CPA

Tax Senior Manager with Rehmann

Contact Chris

Meet Ryan C. Sullivan.

Current Role

Ryan is a tax senior manager with Rehmann and is located in the Saginaw office.

Service Areas

  • Individual taxation
  • Closely-held businesses
  • Tax planning
  • Tax matter resolution
  • Tangible property regulations

experience

Ryan began his accounting career with Rehmann in 2009. As a tax senior manager, Ryan is focused on providing comprehensive tax solutions to both individual and business clients, with emphasis in the fields of manufacturing, auto dealerships, agriculture and distribution.

Throughout his time at Rehmann, Ryan has helped identify tax savings opportunities for clients through proactive planning and advice, in addition to obtaining favorable resolutions of tax matters with various taxing authorities. Ryan has also served on firm-wide committees tasked with the implementation, and advisory, of the firm’s adoption of service models related to the changing tax compliance landscape.

Professional Organizations

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Junior Achievement of Northcentral Michigan | board member

Saginaw Valley State University, College of Business and Management | advisory board member


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit (pending approval)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.