The Tax Landscape is Going to Change… How Will Business Transactions Be Affected?

There is a strong probability that income, capital gains and estate tax rules are going to change in the coming years. Due to this we need to be more strategic and forward thinking about how we will transfer ownership in our businesses in this new environment. There will be strategies created around the fringes of the rules, but most will need to implemented perfectly and with time ahead of the actual transition. We will dive into what we are hearing and how you can adapt today in order to put yourself and your business in a stronger position in the future.


Learning Objectives:

  • Understand the likelihood of these changes and when we believe they will become effective
  • Learn the role of charitable vehicles and the timing to maximize giving to increase after-tax cash flow
  • Begin to form a plan for your company and how you will adapt to the changing landscapes


About the Presenters:

Learn from industry experts James Carpenter, Vice President & Charitable Planning Consultant at Fidelity Charitable, and Imran Mohiuddin, Director of Corporate Finance at Schneider Downs.

Meet the Presenters

Thanks to our sponsors!

S&T Bank




The EPI Pittsburgh 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

About the Presenters

James Carpenter

James Carpenter

Vice President, Charitable Planning Consultant

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Imran Mohiuddin

Imran Mohiuddin

Director of Corporate Finance at Schneider Downs

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Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) PA CLE 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.