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Case studies: We will discuss what we have learned from prior transactions and how we can apply these to the new deals, taking into consideration the new tax laws of TCJA and potential changes that are coming down the pipe.
Learning Objectives:
- Past: What have we learned from prior transactions
- Present: How to effectively use the PTE and current laws that have an effect on M&As
- Future: What possible tax changes that could affect the M&A
About the Presenters:
Hear from industry experts Lior Temkin, Tes Macaraya, and Charles M. Horn as Moderator.
Thank you to our Sponsors
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Event Location
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
Singer Lewak, Moderator
Meet Lior Temkin. He is the Lead Partner with SingerLewak’s Tax Practice in the Los Angeles and Woodland Hills offices. He also oversees the firm’s Nonprofit niche practice specialization.
Experience
Lior has over 19 years of experience in individual, business entities and Nonprofit taxation. He has significant experience with high net worth individuals as well as with Nonprofit. He works closely with Nonprofit organizations on complicated matters such as UBI, sponsorship and transactions with interested persons.
Industries & Focus
Nonprofit, Real Estate, Construction, Professional Services
Education & Affiliations
Lior received his Bachelor of Science degree in Accountancy and Masters of Science in Taxation degree from California State University, Northridge. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the California Society of CPAs.
Lior has written many articles for SingerLewak’s publications as well as published an article regarding Nonprofit related matters in the Tax Advisor, a nationally recognized magazine for tax professionals.
As part of the firm’s in-house training programs, Lior conducts seminars on Nonprofit as well as for-profit tax related issues. Lior has also done many training seminars for clients and through the CalCPA Education Foundation and Center for Nonprofit Management.
Meet Tes Macaraya:
Tes Macaraya is one of the Founders and the Managing Partner at M & G Partners. With over 30 years of professional experience providing tax consulting and compliance services to corporations, partnerships and high net worth individuals, Tes partners with her clients and enables them to achieve their goals. She is well versed in complex tax matters, giving her the inspiration to engage and solve difficult challenges. Her expertise spans a wide variety of complex tax issues such as asset acquisition and disposition, partnership allocations and buy-outs, and set-up analysis. Tes serves clients across a wide range of industries including real estate, technology, manufacturing and professional services.
Originally from the Philippines, Tes began practicing public accounting in 1989. She holds a Masters in Taxation from Golden Gate University and became a licensed Certified Public Accountant in 1993. Before founding M & G Partners, Tes worked at Holthouse Carlin & Van Trigt LLP, followed by Martini Partners LLP where she was the Tax Practice Leader.
Tes has been credited on the ‘Minorities of Influence’ list by the Los Angeles Business Journal and recognized as one of the ‘Most Influential Women in Accounting’ by the San Fernando Valley Business Journal. As the co-founder of the Women Empowering Women networking group she encourages other women in the local area to pursue their ideal careers and lifestyles.Meet Charles Horn:
Charles is a Vice President of Client Advisory and Manager of Whittier Trust’s Tax Department. With the other members of the firm’s private tax team, Charles advises and assists clients in navigating the complex and ever-changing tax landscape. Charles enjoys reading new tax legislation and has written articles about the new tax law changes brought about by the Inflation Reduction Act, the Tax Cuts and Jobs Act and others.
Prior to joining Whittier Trust, Charles was at Ernst & Young, LLP for seven years where he was a global indirect tax manager. Prior to that, he was a financial advisor at UBS, Beverly Hills. Charles’ professional career began in the United States Air Force where he served as an intelligence officer for nine years and was deployed to Qatar, Turkey, Kyrgyzstan and Japan.
Charles received is Bachelor of Science degree from the United States Air Force Academy, Class of 2003 where he also played NCAA water polo. He received his Juris Doctor with an emphasis in taxation from the University of California Los Angeles.
Outside the office, Charles is an avid swimmer and hiker. He and his wife attend Holy Family Church in South Pasadena, CA, and Charles also serves as a Knight of Columbus.