Webinar: The Silver Lining During The Economic Downturn: Optimize Your Wealth Preservation Plan

Given the coronavirus legislation that has passed and/or is underway, now is a good time to revisit those planning techniques that more broadly respond to recessionary times.

Our complimentary presentation will explore planning and wealth preservation strategies that have become more relevant during the current business environment, provide an overview of the challenges with valuing businesses during the pandemic, and include a discussion of potential opportunities that may result from the changes in the market and low asset values.

Course Objectives

After completing this course, you will be able to:

Summarize the options for transferring wealth to the next generation
Explain the various planning and wealth preservation strategies applicable in the current environment
Explain the various methodologies used in valuation
Describe the valuation risks and uncertainties associated with the pandemic
Describe the potential opportunities that may result from the change in asset values in the current environment

Additional Details

CPE: Eligible for 1 CPE credit

Prerequisites: None

Advanced Preparation: None

Program Level: Overview

Delivery Method: Group Internet-based

August 5, 2020 | 12-1 p.m. CDT

View the recording

Download the slides

Stuart Anolik
Mr. Anolik is a corporate tax attorney for Fisher Broyles in the Washington D.C. area. He specializes in international taxation and risk mitigation strategies.

Gal Kaufman
Gal N. Kaufman is a partner with Fisher Broyles in the Washington D.C. area and the co-chair for their Private Client Services Practice Group. He is highly experienced in the full range of private wealth services matters, including sophisticated tax analysis and planning; structured management arrangements for families, family businesses and family offices; and fiduciary and tax controversies. Mr. Kaufman also is well-versed in advising on issues related to captive insurance.

Tami Bolder
Tami Bolder is a Director in the Northeast Ohio practice of CBIZ Valuation Group. She assists clients with preparation of business valuations for estate and income tax planning, litigation, and marital dissolutions. She also provides litigation support for personal damage cases and breach-of-contract cases. Her other areas of expertise include valuation of intangible assets, purchase price allocations, goodwill impairment testing, and debt valuation.

Deepa Menon
Dee Menon is a managing director in the Southwest Region of CBIZ Valuation Group and is responsible for client service and business development related to financial valuation. She has more than 19 years of financial valuation experience, specializing in valuation consulting, financial advisory, and the valuation of business enterprises and intangible assets for tax, financial reporting, mergers and acquisitions, regulatory compliance and related purposes.

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit. We may be unable to offer CPE certificates to those who log into the webinar using:

GoToWebinar Instant Join
iPads or mobile devices (unless using the Citrix mobile app for GoToWebinar)

If you would like the opportunity to earn a CPE certificate, please log in using a different method than the ones indicated above to ensure that you show up on the final attendee report.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CPE Sponsor Logo CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

**CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, and works closely with CBIZ, a business consulting, tax and financial services provider. CBIZ and CBIZ CPAs are members of Kreston International Limited, a global network of independent accounting firms.

About Us

CBIZ CPAs P.C. is an independent CPA firm dedicated to delivering high-quality attest services that position our clients to make informed business decisions. We use our global resources and 70-plus years of experience serving growth-oriented companies across the industry spectrum, not-for-profit organizations, and others to bring our clients best practices and sound guidance.

CBIZ CPAs P.C. works closely with CBIZ, a business consulting, tax and financial services provider. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann P.C.

Careers | Terms of Use | Cookie Settings Privacy Policy

About Us

Careers | Terms of Use | Cookie Settings Privacy Policy