As the business landscape evolves, with important discussions on estate planning, succession strategies, and changing tax policies, making informed decisions has never been more crucial.

Join us for our in-person event, Effective Strategies for Personal and Business Planning. 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 learn how to navigate the succession planning process and develop a toolkit of takeaways to bring back to their business, including:

• Insights on increasing estate tax exemptions before December 2025
• A discussion on the options available to owners to exit the business with a focus on an employee stock ownership plan (ESOP) as a viable strategy for succession and tax efficiency
• Strategies to mitigate risks and benefit from opportunities during organizational transitions

This event is cohosted by JPMorgan Chase and in partnership with SOREDI.

Breanne Eagles, Tax Partner, Moss Adams

Breanne Eagles has practiced public accounting since 2006. She provides tax services, including tax planning and transaction structuring and planning, to dealership groups and their owners. Her experience includes assisting with buy-sell transactions, sale closing, and family ownership transitions.

Jason Bolt, Executive Director in the ESOP Advisory Group, JP Morgan 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. charitable gifting.

David Doty, CFO, C&K Market

Before joining C&K Market David was the CFO of Meadow Valley Corporation, a heavy highway civil construction firm, since 2005. From 2000 to 2005, David held many senior positions at Star Markets in Honolulu, Hawaii. From 1994 to 2000, he was the vice president of operations and controller for a hospitality and tourism firm in Rancho Mirage, California.