XPX Philadelphia - Planning for Business Succession Planning

Planning for Business Succession Planning:

Pre-Transaction Business and Tax Strategies

Too often, gift and estate tax savings opportunities in connection with the sale or other transfer of businesses are lost because of a lack of advanced planning. 

Our featured speaker will be Warren Vogel of ECKERT SEAMANS CHERIN & MELLOTT, LLC.  Warren will discuss the timing and implementation of several of these tax savings strategies in anticipation of various exit transactions.

About our Speaker:

Warren Vogel, Esq. 

ECKERT SEAMANS CHERIN & MELLOTT, LLC

Warren Vogel is a member of the law firm of Eckert Seamans Cherin & Mellott LLC, in Philadelphia, where he focuses his practice on estate planning, business succession planning and financial services. Mr. Vogel has counseled businessmen and their business on such matters as succession planning, gifting, the use of stock bonuses and phantom stock to effect business transitions as well as business combinations, acquisitions and divestitures.

Mr. Vogel is a member of the Philadelphia Estate Planning Council and has spoken at numerous seminars particularly with respect to estate and business succession planning. Mr. Vogel has been recognized as a “Super Lawyer” and “5 Star Wealth Advisor” in Philadelphia Magazine and is included among “Who’s Who in America” and “Who’s Who in American Law.” . Mr. Vogel earned his B.A. and J.D. (cum laude) from Temple University and its School of Law.