Staffing industry deals were strong in 2022, with many business transitions and exits included. Our panel of professionals will discuss value creation and some of the high points from which attendees can learn and incorporate into their own planning. We will highlight business succession, tax and estate planning issues for business owners, including:

• Challenges, Pitfalls and Common Mistakes in Succession Planning for a Family Business
• Buy/Sell Options and How to Fund Them
• Business Exit Planning
• How to Ensure Operational Aspects of the Business Carry Forward Seamlessly
• Maintaining Trusting Relationships with Your Team and Your Customers
• Strategies for Mitigating Tax Challenges
• Estate Planning and Estate Tax Liquidity
• Lifetime Tax Exemptions
• Roundup: Brief Case Studies Providing Insights into Successful and Unsuccessful Business Transitions

Speakers: 

Jordan Linn is a partner in Tannenbaum Helpern’s Trusts and Estates (T&E) practice. With more than 20 years of T&E experience, Jordan brings a wealth of knowledge and sophisticated legal counsel to his clients. He advises business owners, real estate families, and other high net-worth individuals.

James Rieger has a broad corporate and securities law practice. James represents public and private companies, hedge funds, merchant banks, private equity funds, exchange traded funds, venture capital funds, investment banks, underwriters, and private investors in many types of transactions, including public and private debt and equity offerings, credit facilities, mergers, acquisitions, fund formation, activist investments, restructurings and divestitures of assets and divisions. James counsels companies and funds on their filings under the Securities Exchange Act of 1934 and their participation in tender offers, proxy contests, and other hostile takeover actions. James also handles general corporate matters, including employment agreements, contracts, cannabis related matters, and joint venture agreements.

Jason Rimland is a corporate and securities partner. He represents U.S. and multinational private company clients in a variety of transactions and across industries, including domestic and cross-border mergers and acquisitions, dispositions, private placements, joint ventures, restructurings and secured lending. Jason also represents founders, emerging growth and start-up companies, private equity firms, family offices and investors in venture capital financings and advises boards of directors and shareholders in all aspects of New York and Delaware corporate, partnership and limited liability company law, including corporate governance and fiduciary duty matters.

Registration Fees:

NYSA Members: No Charge
Non-Members: $60 per person