Pending Tax Changes; Year End Considerations and Strategies for Business Owners

GREATER BOSTON VIRTUAL CHAPTER EVENT

Pending Tax Changes; Year End Considerations and Strategies for Business Owners


In a recent publication released by Jay M. Pabian, Partner at Rubin and Rudman LLP, he talked about the proposed legislation that can significantly impact the taxation of capital gains. In a round table discussion, we will get Jay’s thoughts on the topic and how this could potentially impact business owners and their families. We will also discuss possible planning ideas that business owners should consider prior to year-end.

 

Learning Objectives:

  • Understand how Biden’s potential tax plan changes could affect business owners and their families.
  • Plan ideas and strategies that business owners should consider before year-end.

 

About the Presenter:

Learn from industry expert Jay Pabian, Partner at Rubin & Rudman LLP.

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


Jay Pabian

Jay Pabian

Partner at Rubin & Rudman LLP

Meet Jay Pabian.

Jay’s practice focuses on developing effective exit planning strategies for the owners of privately-held companies. Business clients rely on Jay’s deep legal and financial background to prepare for the eventual transition of their businesses. Jay is known for his highly skilled approach to creating master plans that transition businesses while preserving and protecting important legacies and assets. Jay completed the rigorous Certified Exit Planning Advisor (CEPA) Program through the Exit Planning Institute, the most widely accepted professional exit planning program in the world. In addition to his specialized focus on business succession planning and exit planning strategies, Jay helps clients with employment law, tax law, wealth preservation planning, asset protection planning, and estate and trust planning and administration. His clients include multi-generational family enterprises, privately held businesses, law and accounting firms, medical and dental practices, financial service providers, supply-chain purchasing and distribution entities, and health and non-profit organizations. Prior to entering private law practice in 1983, Jay was a certified public accountant at KPMG Peat Marwick, LLP, one of the top four CPA firms in the world.

Jay speaks regularly before the Massachusetts Bar Association, Boston Tax Institute and the American Cancer Society.

AREAS OF CONCENTRATION

  • Business, Estate & Gift Tax Planning
  • Business Law & Commercial Real Estate
  • Business Succession Planning
  • Estate Planning
  • Estate & Trust Administration
  • Litigation & Dispute Resolution

RECOGNITION AND AWARDS

  • Honored, Top 100 Lawyers in Massachusetts, 2009- present
  • Listed, Massachusetts Super Lawyers, Law & Politics
  • Listed, New England Super Lawyers, 2008-2012
  • Rated, Boston’s Top Rated Lawyers, Martindale-Hubbel, 2004 and 2008-2019
  • Listed, Boston Magazine, Top 100 Super Lawyers in Massachusetts, 2018
  • Listed, Top 100 Super Lawyers in New England, 2014-2018
  • Honored, Boston Five Star Financial Service Provider, Five Star Professionals, 2016 and 2017
  • Honored, Lawyer of Distinction, lawyerofdistinction.com, 2015-2016

PROFESSIONAL AND COMMUNITY INVOLVEMENT

  • Adjunct Professor, New England School of Law
  • Instructor, Northeastern School of Law, Advanced Estate Planning and Estate and Gift Taxation
  • Member, American Bar Association
  • Member, Boston Bar Association
  • Member, National Association of Estate Planners and Councils
  • Former President, Sharon Rotary Club
  • Member, American Institute of Certified Public Accountants
  • Former President, New England Region of Jewish National Fund
  • Corporate Council, American Cancer Society’s Hope Lodge

PUBLICATIONS AND SPEAKING ENGAGEMENTS

  • Co-Author, “Guiding Your Baby Boomer Clients Through the Challenges of Long-Term Care,” WebCPA, New England Law Journal
  • Speaker, “Wealth Planning for Business Owners,” at Exit Planning Institute’s (EPI) Certificate in Exit Planning (CEP) 2021 Webinar Series, Exit Planning Institute, Virtual (January 20, 2021)