ACG NJ Member Forum Meeting, January 11, 2018

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ACG EVENT

Event Details

When:

January 11, 2018 8 AM - 10 AM EST

Where:
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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
 

Presented by:

Edward Mooney JD

Family Wealth Strategist
BNY Mellon Wealth Management
   


  
Hosted by: ACG
Chapter
New Jersey
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