Pre-Event Registration $30
The Nuts and Bolts of a Family Transaction
Location: Capital Group Private Client Services – 11100 Santa Monica Blvd., 16th Floor Los Angeles, CA 90025. Parking will be validated. (Enter through South Gate Avenue (off of Sepulveda). Make a right turn into the West Parking Structure/Visitor Parking. Exit the parking structure and walk directly across the courtyard to the 11100 building. Check in with building security and they will grant access to the 16th floor.)
Date/Time: February 9, 2017 / 7:30 – 9:30 am
As business owners contemplate a sale or transition of a family business, it is important that they examine the full range of issues related to their company and their family, and to address those issues beforehand to insure a successful transaction.
In this interactive panel discussion, an experienced transactional attorney and CPA will examine the legal, tax, operational and family issues that must be carefully scrutinized to enhance the chances of a successful transaction.
Overview of the nuances of a family business transaction.
- Understanding the legal, tax, operational and personal issues that will be examined and address as part of a family business transition.
- Planning strategies that work with family businesses in advance of the transaction.
- Identifying current best practices and trends.
Panel Discussion: Jennifer Borow, Partner of SklarKirsh and Tes Macaraya, Partner of Martini, Iosue & Akpovi.
Jennifer L. Borow, Partner of Sklar Kirsch
Jennifer L. Borow is a partner of Sklar Kirsh LLP with 25 years of broad transactional law experience. Jennifer has particular expertise in counseling high net worth individuals and family offices in connection with their closely held businesses, real estate holdings and other investment assets, including transitioning businesses between generations and sales to third parties, equity recapitalizations and financings. With clients involved in commercial and residential real estate, media, entertainment and telecommunications, as well as retail and industrial businesses, Jennifer has extensive expertise in the structuring and negotiation of complex strategic transactions, including the acquisition and disposition of business assets and the formation, capitalization and governance of joint ventures, partnerships, limited liability companies and other business entities as well as a wide range of business contracts including management, marketing, distribution, licensing, and executive employment agreements.
Tes Macaraya, Partner of Martini, Iosue & Akpovi
Tes is a partner at Martini, Iosue & Akpovi LLP with over 25 years of experience providing a wide range of strategic tax planning and compliance services. Her approach to tax planning is to address the needs of the business and business owner in an integrated manner to identify opportunities that will assist her clients in achieving their business goals. Tes is well versed at addressing the needs of complex tax issues such as partnership allocations, asset acquisition and disposition, planning and consulting regarding buy-outs and set-up analysis. She works closely with partnerships, high net worth individuals, corporations and not for profit organizations. With a variety of industry experience she has created strong relationships with professional service firms, technology, software development, manufacturing and the real estate sector. Tes is a graduate from the University of San Carlos with a bachelor’s degree in accounting and received her master’s in taxation at Golden Gate University. Tes has also been recognized by The San Fernando Valley Business Journal in receiving the Rising Star of 2016 award.
CEPAs receive 1 CE credit
CPAs receive a certificate for 1 CPE credit