2025 TAX REFORM - "A BIG, BEAUTIFUL" TAX UPDATE BY BILL
Bill Vennetti and panel speakers, Debra Liggett-Dixon and Rob Frenz, will review and highlight the 2025 tax reform bill in advance of the scheduled sunset date. They'll cover planning opportunities for businesses and their owners as a result of the changes in the law. Personal and business tax planning opportunities will be discussed.
Learning Objectives:
1) Learn about changes in the personal and business tax laws most pertinent to business owners.
2) Hear about potential planning strategies that might be deployed before the 2025 year-end, and those that affect the future.
3) Discover the professionals that are able to help owners' and their families, with business succession in mind.
About the Presenter:
Hear from industry expert, Bill Vennetti, Debra Liggett-Dixon, and Rob Frenz
Event Location
Event Details
Who Should Attend?
-
Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
-
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.
-
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.
-
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.
-
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.
-
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.
-
Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
-
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.
-
Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
-
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.
-
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.
-
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.
-
Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
-
Private Business Owners
-
Members of Family Business Boards
-
Professional Advisors
-
Business Consultants
-
Other Business Professionals
-
Business Owners
-
Business Owners & Their Trusted Advisors
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.
ABOUT THE PRESENTER
Rob Frenz, CPA, MT
Senior Manager – Pittsburgh, PA
Rob Frenz is part of the Private Client Services practice of Andersen. He has provided proactive tax planning
and compliance services for individuals, partnerships, corporations and estates and trusts for over 16 years.
During his career, his work has focused on closely held and family businesses and their owners, along with large
family offices and other sophisticated businesses and investments. His experience also spans to the planning for
tax compliance issues associated with start-up and growing corporations, estates and trusts, private foundations,
and charitable trusts.
Services provided on recent engagements include:
• Coordinating tax compliance engagements for several rapidly-growing SaaS companies and their
subsidiaries
• ASC 740 preparation and planning, spanning multiple years and changing complexities
• Managing the client relationship for one of Pittsburgh’s most prominent real estate based family offices.
• Charitable Remainder trust planning and analysis in conjunction with a client’s large liquidity event
Prior to Andersen, Rob was a tax manager with Chemel Kornick & Mooney, LLC. He is a graduate of Baldwin Wallace University, Cleveland. He is active in many community activities in Cranberry Township.
Debra Liggett-Dixon | CPA, CEPA | 330.307.5432 |
DLiggett@Legacytaxconsult.com.
Debbie is the Owner of Legacy Tax & Consulting LLC.
She received a Bachelor of Science in Business Administration from Youngstown State
University and is a Certified Public Accountant (CPA), a Certified Exit Planning Advisor
(CEPA), a member of the American Institute of Certified Public Accountants (AICPA),
the Ohio Society of Certified Public Accountants (OSCPA), and the Pennsylvania
Institute of Certified Public Accountants (PICPA).
With over 30 years of CPA experience, she specializes in providing exceptional tax and
consulting services, focusing on exceeding client expectations and fostering lasting
relationships. Her clients are more than just clients; they are partners in achieving
lasting legacies.
She is skilled in the areas of state, local, federal, international taxation, business
sales/acquisitions and much more. Debbie dares to be different, thinking outside the
box to provide outstanding tax services tailored to help optimize her clients’ financial
outcomes and legacy planning.
Debbie is excited to leverage her CEPA designation, so she may assist business
owners in growing and managing their business value and planning for transitions.
In her spare time, she enjoys traveling and exploring new places with her family. She
also enjoys biking, hiking, pickleball, bocce, and golf, as well as attending any type of
live event. She resides in Poland, Ohio