Planning for Your Clients' Future Without a Crystal Ball

November 2, 2022 | 2:00 – 6:00pm

EDUCATIONAL SEMINAR

The Parkersburg Area Community Foundation is hosting an interactive seminar that will offer practical perspectives on the importance of tax, estate, and charitable planning well before your clients' personal “exits” from their privately owned company or the sale of their business. The seminar will also provide a real-world overview of the process for preparing for and executing the sale of a private company. The advisors involved are well-experienced in these areas and offer a depth of perspective on this topic that will be of interest to both advisers and clients alike.

Mark your calendar now for either or both of two afternoon sessions and a social hour to follow.

  • Session 1: 2:00 - 3:30pm
    • Will cover the more technical tax, estate planning, and legal aspects of pre-sale and sale planning.
  • Session 2: 3:30 - 5:00pm
    • A panel of local business owners will share their own stories about planning for their companies’ ownership and management succession, including their experiences in working with a team of advisors.
  • Reception: 5:00 - 6:00pm
    • The sessions will be followed by a social reception where business owners and advisors can informally gather additional information from session presenters and others.

Seminar Presenters:

  • Steven J. Keeler, Keeler PLC, Charlottesville and Cape Charles, VA
  • William I. Sanders, McGuireWoods LLP, Richmond, VA
  • Hunter M. Glenn, McGuireWoods LLP, Richmond, VA

Continuing education credit has been requested for those attending. More details will follow in the coming weeks. Thank you!

While there is no charge to attend this seminar, registration is required.