XPX Triangle: Maximizing Value When Selling Your Business

Overview/take away: This session will help identify strategies that business owners can implement before, during, and after a sale to maximize value after income taxes and estate taxes when they are selling their business. Strategies we will discuss include, Section 1202 Qualified Small Business Stock (QSBS), pre-transaction gifts to various trusts, and integrating philanthropic goals with an exit. Importantly, we will discuss how today’s new political landscape may impact certain strategies vs. others. Those who participate should be able to take away the strategies that are available and when to apply them.

Our Speaker:

Andrew Bishop
Director
Bernstein’s Washington, DC, office

As a member of the Wealth Strategies Group, he consults with advisors, professional partners and clients as an expert in a wide field of complex investment planning topics for high-net-worth individuals and foundations. These topics include planning for the sale of a business, managing executive compensation awards, trust and estate planning techniques, charitable planning vehicles, tax management strategies and investment management strategies for nonprofits.

Andrew graduated from Purdue University in West Lafayette, Indiana, with a BS in accounting and a minor in finance. He is a CFA charterholder since 2012.

Registration Fees:

XPX Triangle Members  - $0.00
XPX Triangle Members Same Day/Walk-in Fee  - $20.00

XPX Chapter Network Members Regular Fee - $30.00
XPX Chapter Network Members Same Day/Walk-in Fee - $40.00

Non-Members Regular Fee  - $35.00
Non-Members Regular Fee Same Day/Walk-In Fee  - $45.00

Food and beverages are included.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes or replacements.  Registrations are not transferable.