Successful Business Transitions
WEDNESDAY, FEBRUARY 18, 2015
(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)
NOTE: MEETING LOCATION
GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)
RESERVATION DEADLINE: WEDNESDAY, FEBRUARY 11
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, FEBRUARY 11)
Successful Business Transitions: Preparing Owners and
Their Families for a New Financial Reality
Keep, sell, management buyout, family transfer… How do you juggle financial success, tax savings and family harmony given ongoing market volatility and uncertainty over U.S. tax policy? This presentation offers insights and strategies to help business owners balance their business succession, tax, estate and wealth planning – even in the current economic environment. As a national wealth strategist, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He is a frequent speaker on tax, estate planning and family governance topics at professional education conferences throughout the country, including events hosted by the ABA, ACTEC, CalCPA, Golden Gate University, Santa Clara University, Silicon Valley Community Foundation, Stanford University, the State Bar of California, UCLA, Vistage International and YPO. He also has been quoted as an industry expert in numerous publications, such as The Wall Street Journal, the ABA Journal, The Recorder, the Daily Journal, the Chicago Lawyer and the New York Law Journal. In addition, Mr. Miller is an adjunct professor at Golden Gate University School of Law, an executive committee member of the State Bar of California Taxation Section, a member of the board of directors of the California Bar Foundation and an editor of the California Tax Lawyer. He received a master of laws in taxation and a juris doctor from New York University School of Law and a bachelor’s degree, with honors, from the University of California at Berkeley.
Continuing education credits are pending for this program.
Membership dues do not include meals. Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to: Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX 75238-8553. THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to firstname.lastname@example.org) so we will have a count for the number of meals to prepare and number of outlines to print.
Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15
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NOTE: WALK-IN PRICES ON DATE OF MEETING: Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20