THE EXIT PLANNING BLOG
Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.
Discover How 2022 Tax Updates Impact Exit Planning
by Colleen Kowalski on November 14, 2022
Staying up to date on changes to tax policy can be the difference between a profitable business exit or an unsuccessful transition. See how updated tax policies can impact your exit planning strategies during a free virtual EPI Chapter event!
Tax Planning Chapter Event
Join the EPI Conejo Valley Chapter on Thursday, November 17, 2022, for a free virtual Chapter Event. During this event, two industry experts will provide an update on current tax legislative matters. Following this update, they will discuss tax strategies useful for clients going through succession planning and exit transactions. To close out this chapter event, the experts will discuss common mistakes they see from clients and CPAs when incorporating tax planning and exit planning strategies.
This event is open to all advisors and owners. Register for this free event here.
Meet the Speakers
Eric S. Jones, Shareholder of Nevers, Palazzo, Packard, Wildermuth & Wynner
Eric Jones counsels privately held companies and their owners in the structuring, negotiation, and closing of strategic transactions. His transactional expertise includes stock and asset acquisitions, financings, mergers, entity conversions and dissolutions, commercial transactions, and corporate governance matters. Eric previously worked as a tax and transactions attorney in the Los Angeles offices of Venable LLP and Manatt, Phelps & Phillips, LLP. He works closely with clients’ tax advisors to address tax issues that may impact pending transactions. Eric speaks on important legal and business issues and has contributed to several legal publications.
Eric earned his Master of Laws in Taxation from New York University School of Law and his Juris Doctor, cum laude, from Pepperdine University School of Law. Additionally, he graduated summa cum laude from the California State University at Northridge with a Bachelor of Science in Accountancy and Business Administration (Honors in Business Option).
Chris Davidson, Partner, Venable LLP
Chris Davidson advises clients on a wide range of federal and state tax issues involving corporate, partnership, international, and individual income tax. He focuses primarily on foreign and domestic tax matters for partnerships, limited liability companies, and corporations. Chris frequently provides tax planning advice to wealthy individuals and entrepreneurs.
- LL.M. Taxation New York University, 2008
- J.D. magna cum laude University of Maryland School of Law, 2007
- Order of the Coif
- B.A. Summa cum laude
- University of Maryland, Baltimore County, 2003
The EPI Chapter Network
The EPI Chapter Network creates a forum where the local community of professional advisors can collaborate and address the unique needs of their community. Chapters develop educational programs for business owners and professional advisors. These build awareness and better prepare an owner for the successful exit of their business. The purpose of the EPI Chapter Network is to create, encourage, and foster the adoption of best practices in the exit planning profession. Chapters promote the common interests of business advisors engaged in exit planning.
EPI Chapters are cross-functional, meaning they attract and engage advisors, experts, thought leaders, media, and business owners from diverse backgrounds. These leaders engage in exit planning and value acceleration education that ensures the continuity of the local marketplace and improves the success rates for transitioning businesses as owners look toward their future.
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