The Best Business Owner Planning Opportunity in a Generation is Today!

GREATER BOSTON VIRTUAL CHAPTER EVENT

The Best Business Owner Planning Opportunity in a Generation is Today!


In this discussion we will be outlining why COVID-19, the governmental stimulus response, depressed valuations, the expectation of tax law changes and low interest rates have created the best planning opportunity in a generation for business owners.  Business owners need to understand their strategic planning options to position themselves and their business for the best possible transition outcome.  While most owners focus on making sure their business is ready, we will be discussing the need to make sure the owner is ready and understand their and their family’s needs and how to utilize today’s tax and structural opportunities to maximize their benefit.  We will also discuss the crucial need for business owners to align themselves with collaborative professionals to ensure the best outcomes when contemplating a transition for their business.

Learning Objectives:

  • COVID-19 and the expectation on tax changes and Business owner opportunities
  • Strategies all business owners should be aware of
  • Planning opportunities for business owners and their families
  • How to build a collaborative team of professionals for the best possible outcome

 

About the Presenters:

Learn from industry experts Joseph Drier, Senior VP, Wealth Management; Brian Lynch, VP, Wealth Management; Stuart McLeod, Senior VP, Wealth Management; William Shad, Head of Wealth Planning & Trust Consulting US.

Meet the Presenters

 

This event is free to attend!

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 Presenters


Joseph Drier

Joseph Drier

Senior VP
Wealth Management

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Brian Lynch, CEPA, CFP®
Stuart McLeod

Stuart McLeod

Senior VP
Wealth Management

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William Shad

William Shad

Head of Wealth Planning & Trust Consulting US

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Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact EPI.