FOX Partner Webcast: [BerryDunn] Succession and Transition Planning: Actionable Strategies for Preserving Wealth and Enhancing Value
Overview
Please join us and FOX Executive Marketing Partner BerryDunn on Thursday, March 21, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.
Join us as we consider conceptual, technical, and qualitative issues and how they can significantly impact wealth transfers at all stages of the succession and transition planning process. The session will provide proven insights, strategies, and actionable steps for attendees to consider when planning and executing transfers of wealth. Whether beginning a new venture or approaching an exit of a privately-held company, there are many ways to achieve your goals while preserving wealth and enhancing value.
Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately three weeks after airing.
You may contact the Events Team with any questions at events@familyoffice.com
REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office
Agenda
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10:00 am CT |
Webcast Begins |
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BerryDunn Presentation: Succession and Transition Planning: Actionable Strategies for Preserving Wealth and Adding Value |
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11:00 am CT |
Webcast Adjourns |
Speaker(s)
Cameron Scott, CFA, ASA, CEPA - Valuation Services Group
A Principal in the Valuation Practice Group, Cameron specializes in business valuation and strategic support for a variety of clients. He works closely with clients to understand their goals and the unique complexities of each business and situation.
Cameron helps clients determine and understand their current value, identify their value drivers and areas of opportunity, and put plans in place to help clients realize their value potential. Cameron performs business valuations and consulting services for a variety of purposes, including estate and gift tax matters, transaction strategy, business transitions, and succession and exit planning.
Cameron holds an MBA and the Chartered Financial Analyst (CFA) designation. He is also an Accredited Senior Appraiser, as designated by the American Society of Appraisers in the Business Valuation Discipline. Cameron’s designations and education enable him to help clients navigate complex situations and design strategies to create, protect, and grow value.
Nathan Palmer, EA - Manager - Private Client Group
Nathan is a Manager in the firm’s Private Client group. His priority is the tax and estate needs of ultra-high-net-worth individuals and families. He strives to bring simple solutions to complex client goals.
Nathan provides expertise in federal and state trust planning and compliance. He has a strong technical background with many trust structures, allowing for efficient and effective trust and estate planning. He consults on and builds family succession plans tailored to the client’s short- and long-term goals, values, and wishes. Nathan continuously seeks to grow with the ever-expanding trust and estate landscape. This passion leads to meaningful contributions that yield tax benefits for multiple generations.