XPX Dallas: A business owner’s guide to Estate & Tax planning Business - Case Attached (MEMBERS ONLY)

Estate Planning for many always seems like an afterthought, an "I'll get to it when I'm ready" proposition that slides months, even years, down the road. That approach will not work when planning for a business sale, where deadlines to setup various estate planning vehicles are etched by regulators, with missed deadlines potentially costing the owner and his/her estate millions in lost deferrals and tax planning strategies. For this meeting, we've assembled a group very experienced professionals who have modeled hundreds of scenarios to meet the needs of their diverse business owner clientele. Come join us as we leverage the secrets and practices that have created lasting legacies and preserved business owner wealth.

• Click here to download the case study.

Moderator:

Daniel J. Drabinski, CFA, MSFS, AEP, CEPA, CMT, CAP, RICP
Agency Managing Director of Business & Estate Planning
Bluecrest Financial Alliances

Dan works as an advocate for executives and self-employed individuals, helping them design plans to assist their employees as they prepare for retirement and other important life events, along with providing strategies to manage risk and build assets for a more secure financial future for their families and businesses. He has over 23 years of experience in the financial industry, working in trading, portfolio management, private equity and advisory.

Panelist:

Jake Pollack
Partner
Shackelford

Jake’s practice primarily focuses on sophisticated estate planning, family-owned business transactions, and estate and trust litigation. Jake assists clients in protecting their assets and business interests, preparing for death, disability and financial crisis, avoiding unnecessary taxation, and maximizing business and financial opportunities.

Christopher M. McNeill
Partner
Block & McNeill

Chris focuses on providing top-notch services to clients in a broad range of industries, including biotechnology, online gaming and social media, software and SAAS solutions, hospitality and entertainment, private equity, manufacturing, retail and distribution, logistics, construction and related services, and automotive sales and services. He assists clients at all stages of the corporate life cycle, including entity formation, corporate restructuring and expansion, securities financing (including private placements and private equity rounds), traditional commercial debt financing, and mergers and acquisitions.

H. Vince Synan
Director of Business and Estate Planning
Bluecrest Financial Alliances

Vince Synan is the Director of Advanced Planning for Bluecrest Financial Alliances out of the Oklahoma City offices. His principal areas of practice are estate transfer planning, as well as business transition planning. Vince works with tax, legal and financial advisors both regionally and nationally to achieve the best strategy for clients. He entered the industry in 1990 and has been developing strategies for affluent individuals and business owner clients for over 32 years. He is a past committee member of the National Association of Insurance and Financial Advisors and of the Oklahoma Planned Giving Council.

Registration Fees: 

This is a private XPX Dallas Member event only.

Free for XPX Dallas members and their invited guests. (Member referral is required- members must email angie@exitplanningexchange to sign up their guest) 

Registration includes  a full buffet breakfast plus coffee and juice.