Event
CPE Seminar: Tax, Shareholder Agreements & Estate Planning for the Closely-Held Business
4 CPE credits (2 taxation & 2 advisory services)
Agenda:
8:00 a.m. registration and breakfast
8:30 a.m. to 12:15 p.m. seminar
Speakers & Topics:
Eric M. Kramer, Esq., CPA
- methods of transferring the closely-held business, including sales to defective trusts, GRATs, installments sales and outright gifts on a discounted basis
Bob G. Goldberg, Esq.
- ESOPs
Thomas J. Killeen, Esq.
- corporate control
- proxies
- trusts
- shareholder agreements
Peter A. Mahler, Esq.
- shareholder disputes
- consequences of no or poorly prepared agreements
- suggested provisions for dispute resolution
Level: Intermediate
Pre-registration is requested by Thursday, June 10.
NYS CPE Sponsor ID #001975
Get Directions
Thomas J. Killeen
Partner
Office: Uniondale
Concentrating in:
Contact info:
- 516-227-0631
- tkilleen@farrellfritz.com
Download V-Card
Eric M. Kramer
Partner
Concentrating in:
Contact info:
- 516-227-0738
- ekramer@farrellfritz.com
- Download V-Card
Peter A. Mahler
Partner
Office: Manhattan
Concentrating in:
Contact info:
- 212-687-1230
- pmahler@farrellfritz.com
- Download V-Card