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DTSTART:20260512T153000Z
DTEND:20260512T173000Z
LOCATION:Cleveland Marriott Downtown at Key Tower, 1360 W Mall Dr, Cleveland, OH 44114
UID:2831820260512T153000ZAnnual Joint Luncheon with Tax Club: Buy/Sell Agreements sponsored by Western Reserve Trust Company
DTSTAMP:20260501T022314Z
DESCRIPTION:\nPlease arrive at 11:30 am for networking time in advance of lunch.  A lunch buffett will be served at 11:45am with the meeting beginning at 12:10 pm. \n ------\n\nFrom Chaos to Control: How Buy-Sell Agreements Protect Business Owners and Assist with Succession/Exit Planning\n \nAbout the Program\n \nBuy sell agreements are a practical risk management tool for closely held business owners—and a coordinated planning opportunity for advisors. The presentation will walk through why every owner needs a buy sell from a planning perspective, the most common trigger events, and practical funding approaches. The presentation will also address the valuation mechanics that most affect client outcomes at trigger including the valuation provisions, the use of formula pricing versus third party appraisals and valuation discounts.\n \nAbout the Speakers\n \nDr. Tami Bolder is a Director in the Northeast Ohio office of CBIZ. She oversees business valuation engagements for estate and gift tax, exit planning, mergers and acquisitions, and the valuation of intangible assets for tax, financial reporting, regulatory compliance and related purposes. Dr. Bolder served as a member of the AICPA Business Valuation Committee from 2014-2017 and she co-authored the AICPA’s Model Curriculum for Business Valuation. Dr. Bolder was recently appointed to the AICPA National Judiciary Committee. In this role, Dr. Bolder will provide training on business valuation to federal judges across the country. Dr. Bolder has been honored with several awards and recognitions. Most recently, Dr. Bolder was selected for the inaugural 2025 Forbes Top 100 CPAs for Valuation. Other accolades include her nomination as a Next Generation Fellow of the Cleveland Metropolitan Bar Foundation and the 2023 Power of Change Award from the Ohio Society of CPAs.\n \nOriginally from Traverse City, MI Jason Harris now resides in Toledo, OH with his wife and 3 children. After spending 4 years running an Investment/Trading business Jason joined Equitable Advisors in 2022 to help friends, family and other business owners navigate the same challenges he faced. Jason now focuses on 401ks, defined benefits, estate planning and helping business owner exit/succession plan their business while implementing strategies that help build their wealth before their eventual exit. Jason holds his CEPA, CPFA and NQPC.\n \nFrank F. Gagliardi, CFP® │ 2025-2026 Program Chair\n Matthew P. Shaw │ 2025-2026 Tax Club of Cleveland Program Chair\n \n \n \nContinuing Education – The following credits will be available (as of 04/15/26):\nCLE – Pending approval from the Ohio Supreme Court.\nCFP® – Pending approval from the CFP® Board.\nGeneral – Available for those AEP®, CPA, and CWS designees who feel the program satisfies their continuing education requirements.\n \nReservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only.  The meeting cost is $40 for members of EPC and Tax Club when paid in advance before noon 05/09/25, $60 for guests and members at the door, and $50 for CMBA members.  If you reserve and are unable to attend, please call the office to cancel by noon 05/08/26 to avoid a no-show reservation billing.\n \n[REGISTER HERE](https://www.taxclubofcleveland.org/eventregistration/?date=5/12/2026&event=Joint%20Tax%20Club%20and%20EPC%20of%20Cleveland%20Meeting&mem=40&nonm=60&bar=50/)\n
SUMMARY:Annual Joint Luncheon with Tax Club: Buy/Sell Agreements sponsored by Western Reserve Trust Company - Estate Planning Council of Cleveland 
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