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UID:6499-1787230800-1787236200@www.portlandtrust.com
SUMMARY:Income Tax-Efficient Strategies for a Liquidity Event or Diversification
DESCRIPTION:This advanced-level program will provide an in-depth review of income tax-efficientstrategies for individuals\, business owners\, and families facing major liquidity events ordiversification transactions. The presenters will discuss techniques such as structuredinstallment sales\, charitable and non-charitable trust planning\, qualified opportunityfunds\, and corporate or partnership reorganizations designed to minimize or deferfederal and state income tax exposure. Attendees will also learn how to integrate post-liquidity structures to optimize cash flow management\, family wealth preservation andcharitable impact. \n\n\n\nThomas W. Abendroth\, Partner\, ArentFox Schiff LLP \n\n\n\nStephen W. Murphy\, Partner\, McGuireWoods LLP \n\n\n\nContinuing Education Credits: \n\n\n\nApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com
URL:https://www.portlandtrust.com/event/income-tax-efficient-strategies-for-a-liquidity-event-or-diversification/
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