From Succession Planning to Success: A Comprehensive Approach

LinkedIn Share Button Twitter Share Button Facebook Share Button Other Share Button
Start time:
August 19, 2024 11:30 AM PT
Duration:
2 hours
Location:

The Ragozzino Ballroom
555 Oak Street
Eugene, Oregon 97401 (Map)
Credits:
1
Contact:
Marina Brodetsky, Moss Adams, (818) 577-1831
Cost to attend:
Complimentary

This event is designed for business owners and executives looking to examine and increase the long-term success of their organization. In a business landscape where conversation around employee stock ownership plans (ESOPs) is gaining momentum, and the sunsetting of the $13 million estate tax exemption is on the horizon, every decision is significant.

Join us for our in-person event, From Succession Planning to Success: A Comprehensive Approach. Attendees will gain valuable knowledge to apply to their businesses, so they are well-prepared for future transitions, tax implications, and challenges in estate planning.   

Attendees will also hear from industry professionals on how to navigate the landscape of the succession planning process and develop a toolkit of takeaways to bring back to their business, including:

  • How an ESOP is a viable strategy for succession and tax efficiency
  • Strategies to mitigate risks and benefit from opportunities during organizationa transitions
  • Insights on increasing estate tax exemptions before December 2025

This event is cohosted by JPMorgan Chase.

Register

Speakers

Brad Smith, CPA, Partner in Charge, Eugene, Moss Adams

Brad has practiced public accounting since 2000 and is the partner in charge of the Eugene and Medford offices. He serves clients in the manufacturing and consumer products industries and works with middle market companies that are internationally owned, closely held, and private equity managed. Brad’s experience includes accounting, auditing, and consulting services on a variety of matters such as business combinations, leasing transactions, cash flow, intangible assets, systems controls, and foreign currency matters.

Jason Bolt, Executive Director in the ESOP Advisory Group, JPMorgan Chase

In his role, Jason's responsibilities include guiding companies through the intricacies of establishing and managing ESOPs, ensuring that meet strategic objectives of both the selling shareholders and the newly formed ESOP. Jason provides initial ESOP education, helps companies understand common ESOP funding structures, and partners with bankers and credit to assess the financial health of organizations, evaluate risk, and develop an appropriate structure for funding ESOP transactions.

Pam Elling, CPA, Partner, Moss Adams

Pam has practiced public accounting since 1990. She provides tax services to closely held businesses and their owners, particularly in the forest products and manufacturing and distribution industries. Pam’s extensive experience includes state and local tax planning for general business, Internal Revenue Code Sections 631(a) and 631 (b) planning for timber capital gains, planning and consulting for 1033 involuntary conversions, business entity organization and restructuring, and timber investment.

Ravi Tayal, Middle Market & Financial Sponsors Coverage, JPMorgan Chase

Ravi Tayal has over 15 years of experience in corporate finance, banking, investment advisory, and management consulting. Within finance, Ravi has primarily focused on strategic advisory to both family-owned and financial sponsor-owned middle market companies; has led the execution of M&A engagements and helped with raising both equity and debt capital for middle market companies. Prior to moving to the Pacific Northwest in 2013, Ravi began his career in finance working for a boutique investment bank in New York City, where he was responsible for structuring and executing over $2 billion in sole-led corporate finance and M&A transactions.

Registration Form

Please make sure Javascript is enabled and your browser is up-to-date.

 

Registration information for this event may be shared with the event's co-hosts, speakers, and sponsors.

CPE Information

Program Level:
Overview
Credits:
Accounting: 1
Delivery Method:
Classroom
Learning Objectives:
After completing this training, participants will be able to describe the timeline for a leadership transition; create a plan to implement ESOPs as an option for ownership; and define their organization’s current leadership development and pipeline
Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Marina Brodetsky at (818) 577-1831 or send her an email.

Moss Adams 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 course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.