Succession Planning in the Closely Held Business (from Annual Virginia Conference on Federal Taxation 2021) (On Demand Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Designation Credit: 1.0 Trusts and Estates Practice (Designations Information)
Price: $79 (Includes a downloadable audio version.)
Viewable Through: 6/30/2023

Information

A pre-recorded streaming VIDEO replay of one session from the June 2021 webcast seminar, 72nd Annual Virginia Conference on Federal Taxation.


Over the next 10-15 years, during the maturing of the post WWII and “Baby Boomer” generations, it is estimated that over 500,000 private U.S. businesses will exchange hands each year. This will result in an increase for exit planning advisory services over this period. This session discusses the impact of current economic, industry, political, and market conditions on the value of closely held businesses. We also discuss alternative exit planning strategies for owners and the related valuation issues that should be considered, including:  buy/sell agreements, estate and gift taxes, charitable contributions, sales to management, sales to a third party, mergers and acquisitions, and ESOPs.

 
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Schedule

Faculty

FACULTY

Asif Charania, Keiter / Glen Allen
Harold G. Martin, Jr., Keiter / Glen Allen

PLANNING COMMITTEE

L. Michael Gracik, Jr., Co-Director
Keiter/ Glen Allen

D. French Slaughter, III, Co-Director
Charlottesville

David M. Chase, Jr.
Wall, Einhorn & Chernitzer, PC / Norfolk

Michael Doran
University of Virginia School of Law / Charlottesville

Cecelia P. Horner
Hunton Andrews Kurth LLP / Richmond

Lawrence J. Martin
Hantzmon Wiebel LLP / Charlottesville

Professor Susan L. Porter
University of Virginia McIntire School of Commerce / Charlottesville

Thomas P. Rohman
McGuireWoods LLP / Richmond

Jeri K. Seidman
University of Virginia McIntire School of Commerce / Charlottesville

Bruce C. Stockburger
Gentry Locke / Roanoke

Professor Ethan Yale
University of Virginia School of Law / Charlottesville

TRUSTEES EMERITUS


George C. Howell, III
Hunton Andrews Kurth / Richmond

Thomas R. White
University of Virginia School of Law / Charlottesville

George K. Yin
University of Virginia School of Law / Charlottesville 

Locations, Dates and Fees

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