Feb
14
Thu
EPI LA Chapter Meeting @ Jewish Community Foundation
Feb 14 @ 7:30 am – 9:30 am

 

 

 

 

Investing in Qualified Opportunity Zones

The Tax Cuts and Jobs Act of 2017 created some great tax planning opportunities for business owners, investors and real estate developers by investing in the new Qualified Opportunity Zones.  In this session, an investment advisor, an accountant and an attorney will discuss the different ways to make investments into these new areas both directly and through funds.  The discussion will include some case studies and planning strategies for a variety of scenarios.

Learning Objectives:

  • To better understand the addition to the tax law – the Qualified Opportunity Zone.
  • To understand the incentives the tax code as implemented will receive to get people to invest in these areas.
  • To explain the mechanics and timing associated with an investment in an Opportunity Zone.
  • To review who might be suitable for this type of investment.

Speakers – Gregory Banner, President, Asset Preservation Strategies, Inc., Harold Winnett, Tax Partner, Squar Milner, Mayer Nazarian, Partner and Tax Department Chair, CKR Law, LLP

Gregory R. Banner, CFP®, CLU®, CRTP, President, Asset Preservation Strategies, Inc.

Mr. Banner is an Investment Advisor Representative that specializes in working collaboratively with his clients and their advisors, providing comprehensive planning services which include: family office services, business growth strategies, business exit strategies, alternative asset management, tax reduction strategies, insurance and estate planning strategies, and asset protection for both individuals and businesses.  Greg has 32 years of experience working with business owners to grow their businesses in addition to developing a vision and plan for the future of the family and the business.

Harold Winnett, Tax Partner, Squar Milner

Mr. Winnett is a partner in the Squar Milner Tax Department. He specializes in family and closely held business, clients involved in manufacturing, distribution and services businesses. He actively participates in all aspects of client’s business affairs, including tax and business planning. Much of his practice is focused on creating financial strategies for owner-operated businesses. His diverse experience makes him an invaluable resource to his clients in a wide assortment of areas including tax preparation & minimization, growth strategies, succession planning, and mergers & acquisitions including succession and exit planning strategies for small-to-mid-sized businesses.

Mayer Nazarian, Partner and Tax Department Chair, CKR Law, LLP

Mr. Nazarian is transactional tax attorney uniquely trained with top regional and national tax firms. He combines a breadth and depth of accounting and legal expertise with a knowledge of a wide range of businesses and structures to assist business owners in developing optimal and practical tax strategies at all stages of their company’s lifecycle, from formation and operation to sale or dissolution.  Mr. Nazarian also has experience successfully representing clients and negotiating on their behalf before the Internal Revenue Service, as well as various state and local taxing authorities

EPI OC Chapter Meeting @ Maggiano’s South Coast Plaza
Feb 14 @ 2:30 pm – 4:00 pm

 

 

 

 

Investing in Qualified Opportunity Zones

The Tax Cuts and Jobs Act of 2017 created some great tax planning opportunities for business owners, investors and real estate developers by investing in the new Qualified Opportunity Zones.  In this session, an investment advisor, an accountant and an attorney will discuss the different ways to make investments into these new areas both directly and through funds.  The discussion will include some case studies and planning strategies for a variety of scenarios.

Learning Objectives:

  • To better understand the addition to the tax law – the Qualified Opportunity Zone.
  • To understand the incentives the tax code as implemented will receive to get people to invest in these areas.
  • To explain the mechanics and timing associated with an investment in an Opportunity Zone.
  • To review who might be suitable for this type of investment.

Speakers – Gregory Banner, President, Asset Preservation Strategies, Inc., Harold Winnett, Tax Partner, Squar Milner, Mayer Nazarian, Partner and Tax Department Chair, CKR Law, LLP

Gregory R. Banner, CFP®, CLU®, CRTP, President, Asset Preservation Strategies, Inc.

Mr. Banner is an Investment Advisor Representative that specializes in working collaboratively with his clients and their advisors, providing comprehensive planning services which include: family office services, business growth strategies, business exit strategies, alternative asset management, tax reduction strategies, insurance and estate planning strategies, and asset protection for both individuals and businesses.  Greg has 32 years of experience working with business owners to grow their businesses in addition to developing a vision and plan for the future of the family and the business.

Harold Winnett, Tax Partner, Squar Milner

Mr. Winnett is a partner in the Squar Milner Tax Department. He specializes in family and closely held business, clients involved in manufacturing, distribution and services businesses. He actively participates in all aspects of client’s business affairs, including tax and business planning. Much of his practice is focused on creating financial strategies for owner-operated businesses. His diverse experience makes him an invaluable resource to his clients in a wide assortment of areas including tax preparation & minimization, growth strategies, succession planning, and mergers & acquisitions including succession and exit planning strategies for small-to-mid-sized businesses.

Mayer Nazarian, Partner and Tax Department Chair, CKR Law, LLP

Mr. Nazarian is transactional tax attorney uniquely trained with top regional and national tax firms. He combines a breadth and depth of accounting and legal expertise with a knowledge of a wide range of businesses and structures to assist business owners in developing optimal and practical tax strategies at all stages of their company’s lifecycle, from formation and operation to sale or dissolution.  Mr. Nazarian also has experience successfully representing clients and negotiating on their behalf before the Internal Revenue Service, as well as various state and local taxing authorities

Mar
14
Thu
EPI LA Chapter Meeting @ Jewish Community Foundation
Mar 14 @ 7:30 am – 9:30 am

 

 

 

 

What Really Happens When You Sell Your Business – Planning Realities, Pitfalls and Success

Selling your business is not a quick or easy process.  Understanding the process, the time involved and the information required can help business owners endure the journey and achieve the best outcome for their business.

This presentation will cover planning for the sale of your business from an accounting and finance perspective.  In this session, you will learn about preparing the business for sale, the due diligence process and we will provide examples of hurdles that owners must overcome and what can go wrong.  Finally, this session will discuss the closing process and what happens post-closing.

Learning Objectives:

  • Understanding the timeframe and deciding what type of sale the business owner is seeking
  • The process – plans and requirements
  • Overcoming questions and roadblocks
  • Closing and the future

Speakers:

Randy Miller, Consulting CFO, RMM Accounting

After over 20 years as a Senior Financial Officer with both family-owned and private equity companies, Randy has been working as a contract CFO for companies in transition – high-growth, generational change, and restructuring/turnaround situations.  Randy’s industry experience includes Retail, Financial Services, Business Services, Internet and Telecommunications, Advertising and IT Asset Disposal.  He has been part of the start-up team at several companies and has also worked with Trustees as part of turnaround efforts for Chapter 11 companies.  Randy graduated from the University of Southern California Marshall School of Business.

David Miller, Business Consultant, Partner with B2B CFO

As an experienced CFO and business/investment manager, David contracts with business owners on an as-needed basis, helping them get a grip on the financial side of their businesses and working with them on strategies that increase the long term value of their businesses and their personal wealth.  In the event of a business transition he helps business owners groom and position their companies for sale.  His industry experience includes international shipping, apparel manufacturing, automotive, real estate, alternative energy and business services. David graduated in Commerce and Economics from the University of Queensland and is a member of CPA Australia.

 

EPI OC Chapter Meeting @ Maggiano’s South Coast Plaza
Mar 14 @ 2:30 pm – 4:00 pm

 

 

 

 

What Really Happens When You Sell Your Business – Planning Realities, Pitfalls and Success

Selling your business is not a quick or easy process.  Understanding the process, the time involved and the information required can help business owners endure the journey and achieve the best outcome for their business.

This presentation will cover planning for the sale of your business from an accounting and finance perspective.  In this session, you will learn about preparing the business for sale, the due diligence process and we will provide examples of hurdles that owners must overcome and what can go wrong.  Finally, this session will discuss the closing process and what happens post-closing.

Learning Objectives:

  • Understanding the timeframe and deciding what type of sale the business owner is seeking
  • The process – plans and requirements
  • Overcoming questions and roadblocks
  • Closing and the future

Speakers:

Randy Miller, Consulting CFO, RMM Accounting

After over 20 years as a Senior Financial Officer with both family-owned and private equity companies, Randy has been working as a contract CFO for companies in transition – high-growth, generational change, and restructuring/turnaround situations.  Randy’s industry experience includes Retail, Financial Services, Business Services, Internet and Telecommunications, Advertising and IT Asset Disposal.  He has been part of the start-up team at several companies and has also worked with Trustees as part of turnaround efforts for Chapter 11 companies.  Randy graduated from the University of Southern California Marshall School of Business.

David Miller, Business Consultant, Partner with B2B CFO

As an experienced CFO and business/investment manager, David contracts with business owners on an as-needed basis, helping them get a grip on the financial side of their businesses and working with them on strategies that increase the long term value of their businesses and their personal wealth.  In the event of a business transition he helps business owners groom and position their companies for sale.  His industry experience includes international shipping, apparel manufacturing, automotive, real estate, alternative energy and business services. David graduated in Commerce and Economics from the University of Queensland and is a member of CPA Australia.