XPX Long Island: Estate and Tax Planning Options – Focus on after tax proceeds

In life, they say that two things are inevitable—death and taxes. Planning for both of these inevitabilities is a crucial consideration for any responsible business owner. Of paramount importance to the business owner seeking an exit is how the current tax regime will impact their transition from business owner to employee or retiree, and their family’s future. Family and business are any entrepreneur’s legacy, and setting them up for success in the future is the job of every advisor.

In this session you will:

• Evaluate the potential tax impact of a “failure to plan” exit
• Evaluate current options for clients who are planning an exit, including options for deferral of capital gains from a variety of sources
• Learn how to implement an effective tax and estate structuring plan

Our Speaker:

Matthew E. Rappaport, Esq., LL.M. (Taxation) - Falcon Rappaport & Berkman PLLC

Matthew chairs the Private Client and Taxation groups at Falcon Rappaport & Berkman PLLC, where he advises regarding tax structuring for generational wealth transfer, corporate transactions of all types, Section 1031 exchanges, Qualified Opportunity Zone investments, and executive compensation. He assists accountants, wealth managers, insurance advisors, investment bankers, and other attorneys with complex matters requiring the advice of a tax attorney.