Wednesday, August 21, 2024
Recorded, watch anytime
CEO, CFO, Controller, Tax Executive
Each event 60 minutes
View our RSM 2024 private client tax forum!
This multisession event will examine key tax topics related to private companies and their owners.
Now available on-demand.
Preparing for economic ups and downs as a private company can feel daunting, but with a sound tax strategy, it's possible. Our economic outlook will help you navigate business decisions in the peaks and valleys of an elevated-rate environment, the labor market, trade and supply chain, technology and more.
Presenters:
Justin Stallard is a tax partner and member of RSM’s private company leadership team. He has more than 25 years of experience advising middle market businesses and their owners in the manufacturing and distribution, consumer products and business and professional services industries.
Andy Swanson is a tax leader with a focus on closely held businesses and their owners, providing proactive tax and business advice to help them reach their goals.
Kevin Depew is deputy chief economist and Industry Eminence Program leader for RSM US LLP. He is committed to identifying conditions and trends in the U.S. and global economies to help RSM’s clients prosper in an age of rapid transformation.
Learning objectives:
Transitioning your company may be among the most difficult decisions a private company and its owners can face. Depending on your priorities, you may choose to head down several potential paths. But how do you identify the right one? And how do you time it just right? We'll examine crucial dealmaking variables, walk you through various transition mechanisms and spotlight key tax considerations that will help shape your success.
Moderator:
Presenters:
Anne Bushman leads the Washington National Tax compensation and benefits group at RSM US LLP, providing a range of tax consulting services.
Brian Adkinson has 24 years of professional accounting and finance experience and has been focused exclusively on providing transaction advisory services (TAS) for the past 20 years. He joined RSM’s TAS practice in 2017 and leads RSM’s Detroit TAS team.
Learning objectives:
Time is ticking down on the temporarily increased estate, gift and generation-skipping tax exemption. With potential sunset on Dec. 31, 2025, it's crucial for private companies and their owners to understand the ramifications of delaying their estate planning versus acting now. We'll cover key variables for owners—including the basis of assets, cash flow and entity structure, and valuation considerations—to help you reach your professional and personal goals.
Moderator:
Jaclyn is a member of RSM’s private client services practice. She has over 23 years of combined public accounting, industry, and family office experience.
Presenters:
Joshua is a senior manager in RSM US LLP’s Washington National Tax practice. He primarily assists ultrahigh net worth individuals with estate and gift transfer planning, as well as fiduciary income tax matters.
Learning objectives:
Wednesday, August 21, 2024
Recorded, watch anytime
CEO, CFO, Controller, Tax Executive
Each event 60 minutes
