One of the most powerful — yet underutilized — tax planning opportunities available today is IRC Section 1202 Qualified Small Business Stock. Join us for a breakfast seminar to learn how founders, business owners and family offices of high-net-worth individuals can apply this tax-saving opportunity to their advantage. You’ll gain practical strategies and actionable insights from our knowledgeable Fox Rothschild and PKF O'Connor Davies panelists. They’ll cover:

• Entity structure considerations.
• Tax minimization strategies pre-transition.
• Advanced wealth transfer techniques.
• Guardrails, pitfalls and looking ahead.

You’ll also walk through a case study to learn how to put this information into action. An interactive Q&A will follow the presentations.

Featuring:

• Laura Barooshian, CPA, Partner, PKF O'Connor Davies
• Eric Gelb, CPA, Partner, PKF O'Connor Davies
• John Hodnette, Partner, Taxation & Wealth Planning Practice, Fox Rothschild
• Matthew Kittay, Partner and Co-Chair, Mergers & Acquisitions Practice, Fox Rothschild
• Kelly Morrison Lee, Managing Director, PKF O'Connor Davies
• Sarah Wentz, Partner and Chair, Family Offices Practice, Fox Rothschild
• Moderator: Matthew Bobrow, Partner and Chair, Investment Fund Formation & Management Practice, Fox Rothschild