Southern Nevada Chapter Event: Successful Business Transitions: Avoiding The Top 5 Mistakes

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Member Registration $35  

Registration

Non Member Registration $45

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Overviewdivider

 Successful Business Transitions: Avoiding The Top 5 Mistakes

All business owners need to prepare for the eventual and inevitable succession of their business. What are the best forms of transition for you and your family based on your financial and life goals? How do you juggle financial success, tax savings and family harmony given ongoing market volatility and uncertainty over U.S. tax policy? We will discuss the top five, most-common mistakes entrepreneurs make when exiting a business and how to avoid them.

Learning Objectives:

  • Identifying pitfalls that detract from the value of the business;
  • Understanding oversights that lead to unnecessary tax consequences;
  • How to avert frequent missteps in personal financial planning before, during, and post exit;
  • Recognizing the factors that prevent maximum wealth transfer among multi-generations

Presenter
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Kevin H. Rogers, Managing Director , Family Wealth Advisor Group, BNY Mellon Wealth Management

Kevin Rogers is a managing director for BNY Mellon Wealth Management. In this role, he provides investment advice to individuals and families by creating tailored wealth management solutions to meet their investment, trust & estate, wealth planning and private banking needs. Kevin joined the firm in 1999 and has more than 20 years of financial industry experience. Prior to his current role, Kevin was a vice president in the investment advisory group at the Bank of New York. He was also a senior portfolio manager who worked directly with clients to address their investment and wealth management needs. Before that, Kevin was the director of Sanford C. Bernstein’s international portfolio management division. Kevin received a bachelor’s degree from Duke University

 

Continuing Educationdivider

 

CEPAs receive 1 CE credit

CPAs receive a certificate for 1 CPE credit

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