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Private client tax forum
August 21 @ 3:00 pm – 4:00 pm EDT
Event overview
Join RSM for our 2024 private client tax forum!
This multisession event will examine key tax topics related to private companies and their owners.
Register today and join us on Wednesday, Aug. 21.
11 a.m. Economic issues affecting closely held businesses
Preparing for economic ups and downs as a private company can feel daunting, but with a sound tax strategy, it’s possible. Our economic outlook will help you navigate business decisions in the peaks and valleys of an elevated-rate environment, the labor market, trade and supply chain, technology and more.
Presenters:
Justin Stallard, Partner, RSM US LLP
Andy Swanson, Partner, RSM US LLP
Kevin DePew, Deputy Chief Economist, RSM US LLP
Learning objectives:
- Identify key economic challenges in an elevated-rate environment and develop strategies for proactive management
- Analyze current labor market trends and their impact on business operations and growth
- Evaluate the influence of trade, supply chain dynamics and technological advancements on business resilience and adaptability
1 p.m. Navigating the company transition process
Transitioning your company may be among the most difficult decisions a private company and its owners can face. Depending on your priorities, you may choose to head down several potential paths. But how do you identify the right one? And how do you time it just right? We’ll examine crucial dealmaking variables, walk you through various transition mechanisms and spotlight key tax considerations that will help shape your success.
Moderator:
Chris Anderson, Partner, RSM US LLP
Presenters:
Amanda Hodgson, Senior Manager, RSM US LLP
Anne Bushman, Partner, RSM US LLP
Brian Adkinson, Principal, RSM US LLP
Learning objectives:
- Identify the critical dealmaking variables essential for a successful company transition
- Describe and compare various transition mechanisms to determine the best path for your business
- Analyze key tax considerations to optimize timing and financial outcomes during the company transition
3 p.m. Estate planning for private companies and their owners
Time is ticking down on the temporarily increased estate, gift and generation-skipping tax exemption. With potential sunset on Dec. 31, 2025, it’s crucial for private companies and their owners to understand the ramifications of delaying their estate planning versus acting now. We’ll cover key variables for owners—including the basis of assets, cash flow and entity structure, and valuation considerations—to help you reach your professional and personal goals.
Moderator:
Jaclyn Wood, Partner, RSM US LLP
Presenters:
Josh Zimmerman, Senior Manager, RSM US LLP
Tandilyn Cain, Senior Manager, RSM US LLP
Learning objectives:
Strategize for timely estate planning decisions considering the imminent reduction in estate, gift and generation-skipping tax exemptions by the end of 2025.
Assess the impact of delayed estate planning on business owners amid the impending sunset of the increased tax exemption by Dec. 31, 2025.
Navigate the complex landscape of asset basis, cash flow, entity structure and valuation in estate planning to achieve both personal and professional objectives.
