This advanced-level program will provide an in-depth review of income tax-efficient
strategies for individuals, business owners, and families facing major liquidity events or
diversification transactions. The presenters will discuss techniques such as structured
installment sales, charitable and non-charitable trust planning, qualified opportunity
funds, and corporate or partnership reorganizations designed to minimize or defer
federal and state income tax exposure. Attendees will also learn how to integrate post-
liquidity structures to optimize cash flow management, family wealth preservation and
charitable impact.

Thomas W. Abendroth, Partner, ArentFox Schiff LLP

Stephen W. Murphy, Partner, McGuireWoods LLP

Continuing Education Credits:

Approved for 1.5 ME CLE

To register, please email amelia.dow@portlandtrust.com