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SPR: How Do The New Tax Law Changes Influence My Client's Exit Plans?
If your clients have been waiting to plan their exit, hoping or anticipating favorable tax law changes, it's time to act! Join us for an upbeat and interesting panel discussion on the impact of the new tax laws on exit strategy. Whether your clients were holding out for a higher estate tax threshold, wondering about the implications of changes in their tax bracket, or they just didn't like the uncertainty swirling about, our panel experts will answer your toughest questions and give you insight into strategies you might not have even considered. You will bring back fresh perspective and new insight to help your clients make better decisions.
Roddy Davis, Davis Mangum PLLC, As a tax lawyer, Roddy has considerable experience navigating tax issues related to business and estate planning and identifying ownership succession opportunities and pitfalls. He applies a multidisciplinary approach and maintains long term relationships with clients as he helps them grow their business, solve problems and deal with the challenges of business ownership.
Genie Petrangelli, CPA, Bernard Robinson: Genie is a tax partner specializing in estate, gift and trust taxation, and individual tax compliance and planning, and providing tax and consulting services to high net worth families and small business owners. She enjoys working with clients and their advisors in developing comprehensive wealth transfer strategies to achieve their financial and planning objectives for future generations.
A very light continental breakfast will be available, so come along and bring a friend! Everyone is welcome and there is no charge to attend.
Tuesday, May 1, 2018, 7:30 AM until 9:00 AM
Guilford Merchants Association (GMA)
225 Commerce Street
Greensboro, NC 27401
Succession Planning Roundtable
is required by April 30, 2018
Please be considerate of others; we often have a waiting list for these events.