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Event Details
When:
January 11, 2018 8 AM - 10 AM EST
Where:
Location Name
BNY Mellon Wealth Management
Overview
Body
Member Forum Meeting
Networking light breakfast will be served
Pre-Transaction Planning
- Are you ready to sell?
- Market analysis
- Transfers to family members (2704 Proposal)
- How to assemble a deal team
- Terms - asset sale / stock sale / tax proposals
- Buyer - strategic / financial
- What is the after-tax number needed to support post-sale lifestyle?
Sponsored and Hosted by ACG NJ Member:
Clare McCoy
Wealth Director
BNY Mellon Wealth Management
BNY Mellon Wealth Management
Presented by:
Edward Mooney JD
Family Wealth Strategist
BNY Mellon Wealth Management
Hosted by: ACG
Chapter
New Jersey