Tax and Legal Considerations for Family Business

5245 North Backer Avenue,Fresno CA 93740

09 May, 2023

Description

Join us for our next family business seminar on Tax and Legal Considerations for Family Business to acquire valuable knowledge on the tax implications of family business transactions. Our guest speaker, Ivan Caldwell, Chief Tax Officer for Assemi Group Inc., will share his expertise on legal and tax topics that could influence your strategies for family businesses. This in-person event will also provide you with an opportunity to network with other family business owners and professionals, as well as to gain insights from our expert speaker. Get a chance to connect with our family business community! About the Speaker, Ivan Caldwell, J.D., LL.M. is the Chief Tax Officer for Assemi Group Inc. He graduated with a J.D. degree from Southwestern Law School in Los Angeles and an advanced degree in tax law (LL.M. in Taxation) from Georgetown University Law Center in Washington, DC. Ivan advises clients on the tax consequences of buying, selling, and restructuring companies. He performs due diligence, examining the potential tax risks associated with acquisition targets, and creates tax-efficient transaction structures. Mr. Caldwell has also served as an instructor in graduate accounting programs, teaching tax accounting and corporate taxation. He has extensive experience in cross-border and domestic transactions, advising private equity firms, domestic and foreign strategic buyers, and other investors in connection with structuring acquisitions and dispositions, including cross-border tax issues. Mr. Caldwell is licensed to practice law in the District of Columbia and the State of California, where he also earned board certification as a Specialist in Taxation Law. AGENDA Acquire general framework on common taxation and legal matters for your family business, including: - Choice of Entity Formation. Determine the best legal and tax structure aligned to accommodate your family business goals. - Operating Agreements. Strategically plan your operations, determining the decision-making authority, family membership changes, as well as your continuity and contingency plans in your absence. - Estate Planning. Discover some of the legal vehicles, such as revocable trusts, intentionally defective grantor trusts, and captive insurance, to minimize your tax exposure. - Exit Strategies. Learn about successful strategies to pass your wealth!