East Side Breakfast - Choosing the Right Business Entity sponsored by Sequoia Financial Group
About the Program
Help your clients better understand their options when thinking about which legal entity is optimal for their business and personal tax situation. It's time to rethink what we have and what makes sense, going forward.
About the Speaker
Gary has a general tax practice, with emphasis on tax planning for closely-held and family businesses and their owners, and high net worth individuals. This encompasses not only income tax planning, but also estate planning, retirement plans and planning, business and individual taxation, Subchapters C & S, mergers and acquisitions, employee benefits and IRS, and tax court practice and controversy work. Before joining Walter | Haverfield in 1997, Gary, who is also a Certified Public Accountant, spent 21 years in public accounting. Gary is the principal author of the book "Tax & Financial Planning for the Closely Held Family Business," published by ALI-ABA, and a co-author of the book "Transferring Interests in the Closely Held Family Business," also published by ALI-ABA. He has also authored or co-authored over a dozen feature articles for major tax publications including a chapter entitled "Transfers of Property in Exchange for Services - Section 83," for the Lexis Nexis Online Tax Encyclopedia, published in January 2007. For many years, Gary was the Tax Clinic editor of the August rotation in the Tax Adviser, the AICPA's national tax publication. He is also a contributor to the ALI-ABA Practice Checklist Manual on Advising Business Clients II and the book, "Golden Opportunities," by Amy and Armond Budish. Gary is a frequent speaker, both locally and nationally, on tax subjects, with hundreds of speaking engagements to tax professionals. He is board certified in federal tax by the Ohio State Bar Association and former Chair of the Federal Tax Specialty Board of the Ohio State Bar Association. He continues to serve on the Federal Tax Specialty Board of the Ohio Bar Association. He was an adjunct professor of Wealth Transfer Tax and Estate Planning at Case Western Reserve School of Law and also was an adjunct professor of Tax Law and Wealth Transfer Tax at Cleveland State University College of Law.
Elaine B. Eisner │ 2017-2018 Program Chair
Reservation Policy – All attendees are encouraged to register on or before 05/28/18 and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members when paid in advance before noon 05/28/18, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to firstname.lastname@example.org by 05/25/18). If you reserve and are unable to attend, please call the office to cancel by noon 05/28/18 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders. A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.