RSM’s Private client forum covered tax opportunities and liquidity planning for private company owners, estate planning before 2026 and charitable giving.
Event details
Date and time
Tuesday, August 15, 2023
Recorded, watch anytime
Intended audience
Executives and individuals
Duration
Each session 60 minutes
Forum overview
Recordings and slides
Tax opportunities to help a rapidly growing private company enjoy the ride
This session explored tax ideas and opportunities that can help you sustain the benefits of your growth stage.
Presenters
Ready for takeoff? How to prepare your company for a liquidity or transition event
Our presenters map the runway by examining valuation considerations, pre-transaction tax planning and underappreciated emotional issues surrounding transition.
Presenters
Pat Tabor | Manager | RSM US
Alex Milano | Senior Manager | RSM US
Estate planning before the sun sets on favorable estate and gift laws in 2026
Our presenters map the runway by examining valuation considerations, pre-transaction tax planning and underappreciated emotional issues surrounding transition.
Presenters
Kelly Bessega | Senior Manager | RSM US
Charitable giving: Nuances, obstacles and delivering on good intentions
Our presenters map the runway by examining valuation considerations, pre-transaction tax planning and underappreciated emotional issues surrounding transition.
Presenters
Event details
Date and time
Tuesday, August 15, 2023
Recorded, watch anytime
Intended audience
Executives and individuals
Duration
Each session 60 minutes
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