Alternative Risk Transfer And Mitigation Strategies Closely Held Businesses

$95.00

Clear
Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.
On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

This program was recorded on September 15, 2020

The “new reality” due to the pandemic, shut down and limited openings. The 2020 black swan event is causing significant revenue losses for closely held businesses. Alternative risk transfer and mitigation solutions may soften the impact of the foregoing.

We will discuss the strategies for and advantages available to closely held business interests during the current economic climate for advisers and tax practitioners working with these entities and owners.

Speaker Bio
1 General Credit
Course Agenda

Attorney Stuart AnolikStuart Anolik
Stuart (Stu) Anolik, JD, LLM, is the founder of Anolik & Associates, P.C. and Partner at Fidelis Business & Advisory LLC, where he is focused on corporate, securities, federal income tax, with an emphasis on international tax and captive insurance. He has extensive experience in international investment and finance, intellectual property migration, transfer pricing, infrastructure project finance, mergers and acquisitions, and international taxation. He has represented clients, ranging from start-ups to Fortune 500 companies, on various international securities and transactional matters, including multi-jurisdictional acquisitions and dispositions of business; cross-border joint ventures; and securities transactions and financings for U.S., European, Asian, and Latin American companies. In addition Stu provides consulting services to high net worth individuals in regard to estate planning, wealth preservation and asset protection.

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Attorney Gal N. KaufmanGal N. Kaufman
Gal N. Kaufman is highly experienced in the full range of private wealth services matters, including sophisticated tax analysis and planning; structured management arrangements for families, family businesses and family offices; and fiduciary and tax controversies. Mr. Kaufman also is well-versed in advising on issues related to captive insurance. Mr. Kaufman has extensive experience representing business owners, with a special emphasis on tax-efficient strategies that enhance the ability of the business owner to maintain the business within the family; or if a sale of the business is the ultimate goal, strategies that maximize the after-tax proceeds to the business owner and the business owner’s family. Mr. Kaufman also is well-versed in representing high-net- worth families and the varied legal and tax needs of such families.

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1 General Credit

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Course Agenda

  1. Strategies for closely held business
  2. Advantages available for closely held business
  3. Use of Captive Insurance
    1. Benefits and risks
    2. Update on Legislative and Court Rulings
      1. Pro Taxpayer
      2. Pro IRS
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Wednesday: 9am - 6pm ET
Thursday: 9am - 6pm ET
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