- What tax issues, opportunities and challenges arise now that the owner’s balance sheet shifts from business wealth to liquid wealth?
- What role does charity serve in this “next phase” for the owner?
- How does the owner’s pre-exit estate planning influence this outcome? If proper planning wasn’t done before the exit, what options remain ?
Understanding the deal can bring clarity to full exit experience and help all advisors throughout the process provide better counsel to their clients. By beginning with the end in mind, and bridging the before and after, we not only help the clients avoid regrets, we can help them avoid pulling out of a transaction for fear of the unknown.
Donald R. Seifel - Attorney & Shareholder at Updike, Kelly & Spellacy, P.C. Hartford
Donald R. Seifel has extensive experience in all aspects of federal and state individual income, estate and gift tax planning as well as federal and state corporate income tax planning.
Margot Kearney Navins, CAP®, Vice President, Charitable Planning Consultant Fidelity Charitable®
Margot Navins is vice president and charitable planning consultant at Fidelity Charitable®, an independent public charity. The mission of Fidelity Charitable is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.
David Fasi, Partner, Fasi Wealth Management at UBS Hartford
David Fasi is a partner with Fasi Wealth Management at UBS in Hartford. Since joining the practice in 2012 he has focused on working with a select group of business owners and families, helping them to align their personal, business and financial objectives across multiple generations.
His understanding of family and business dynamics, paired with his expertise as a Certified Exit Planning Advisor (CEPA®) offers engaged client experiences in such areas as: personal financial and estate planning; asset allocation and investment management; corporate cash management and retirement plans; and business succession planning, including ESOPs.