Stacy Eastland and Melinda Kleehamer of Goldman, Sachs & Co. and Craige L. Stout, CPA / ABV, ASA of Stout Risius Ross, Inc. presented on "The Art of Donating Your Cake Before it is Baked and Eating it Too: Current Pre-Transaction Gift Planning Opportunities."

If your client is actively attempting to sell his/her company, is it too late to engage in effective wealth transfer planning?  The answer is "no".  A deal is never a deal until the money changes hands.  Until a deal is actually closed, there are several factors which reduce the likely sales price to derive a true indication of Fair Market Value. 

These factors include discounts for the time value of money held in escrow balances, earnout probabilities, and the risk of the deal closing. This presentation covered the advantages and considerations of some of the best ideas we see for the business owner who desires to engage in pre-transaction wealth transfer planning.

Attendees will be eligible for 1 hour of Illinois CLE credit.

For more information regarding this event, please contact Chris Casey, CPA, CFA, ASA.