Understanding Qualified Small Business Stock & Maximizing Owner and Key Employee Compensation

GREATER BOSTON VIRTUAL CHAPTER EVENT

Understanding Qualified Small Business Stock & Maximizing Owner and Key Employee Compensation


Our distinguished panelist will discuss:

  • Requirements to qualify for QSBS
  • How to preserve the status of Qualified Small Business Stock
  • How to maximize compensation for owners and key employees

Learning Objectives:

  • Understanding the requirements and tremendous benefits of Qualified Small Business Stock (QSBS)
  • Understanding of the broader family estate benefits of QSBS
  • Understanding how to maximize 401k, Profit Sharing, and Cash Balance Plans to maximize Owner and Key Employee compensation

 

About the Presenter:

Learn from industry expert Chris Hennessey – Lawyer & CPA, Faculty Director at Babson College School of Executive Education

Meet the Presenter

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Greater Boston 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.EPIBoston.org

About the Presenter


Chris Hennessey

Chris Hennessey

Lawyer & CPA, Faculty Director at Babson College School of Executive Education

Meet Chris Hennessey, CPA.

Chris Hennessey is Professor Emeritus of Law. Although retired from full time teaching he continues to teach a blended learning law course to MBA students and an elective course on wealth management. Chris also is serving as Faculty Director of Babson Global. He was the academic dean of the Babson College’s undergraduate program for six years. Chris Hennessey has developed and taught courses in both the MBA and undergraduate programs at Babson. He was previously both Faculty Director and acting Co-Dean at Babson Executive Education, and was responsible for custom program design, program development and delivery, selection and coaching of faculty, and client relationships and business development. Chris Hennessey has taught finance including shareholder value, finance for the non-financial manager, mergers and acquisitions, economic value added, real options, and financial statement analysis. He also has taught corporate entrepreneurship with a focus on corporate venturing and strategy.

Chris Hennessey has led and taught in numerous custom programs for such companies as Emcor, Siemens, American Express, Telenor, Pitney Bowes, Novell, Infineon, Sony, Allied Domecq, Hartford Financial Services, Smith’s Group, and others. He has taught in most areas of the world including the United States, England, Norway, the Netherlands, Germany, Turkey, Hungary, Spain, Singapore, Malaysia, Australia, Brazil, Uruguay, and Canada.

Chris Hennessey has written cases on business management for use in custom programs. His current research issues are in the areas of shareholder value, economic value added, and corporate entrepreneurship. He has published articles on estate planning, taxes, and investments. Professor Hennessey has been quoted numerous times in print and has been a guest on television and radio.

Chris Hennessey, although no longer active, co-founded a registered investment advisory firm. Currently he is a member of the Business Advisory Group for Putnam Investments, a leading mutual fund company. In that role he speaks to financial advisors and their clients on wealth management topics. Chris is on the board of trustees of a private college and has served as an advisor or board member to a number of businesses.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA 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 EPI.