October 29, 2020 7:30 AM
-
9:00 am
Succession Planning for your clients…and You!
Online
|
GET DIRECTIONS
Save your spot for a joint meeting with the Center for Free Enterprise and OSCPA!
You will:
• Get the tools you need to sell your practice or advise clients preparing to sell their businesses.
• Discover how to have a smooth transition to new ownership and realize the gains of your years of hard work.
• Obtain strategies to transition a business successfully.
• Learn about tax implications associated with ownership transition.
• Earn 1.5 hours of CPE
Please note: You do not need to be an OSCPA member, but you will need to create a MyOSCPA account and enter thru our learning center.
Eric Schwarz, CFP
Eric Schwarz has a 25+ year career in the finance and wealth planning field. As a Certified Financial Planner and Certified Exit Planning Advisor, Eric is an expert in guiding successful entrepreneurs and wealthy families through strategic and financial exits of their privately held companies. Eric is also a co-founder of theCenter for Free Enterprise.
Tiffany M. Crosby, CPA, CGMA, CTP, MBA
Tiffany Crosby is the Executive Director of Learning and Development for The Ohio Society of CPAs. In her role, she is responsible for oversight of the strategy and planning for the over 400 learning products and services offered by OSCPA.
JP Morgan Private Bank is a leading provider of wealth management solutions and advice and is an important segment of JPMorgan Chase, the largest US bank and the 6th largest bank in the world. For more information about JP Morgan Private Bank’s services please contact us:
The Calkins Law Firm is a premier boutique law firm that specializes in business law and focuses on business transactions and business disputes. For more information about Calkins Law firm’s services please contact:
Spaceman is a small group of consultants across many areas of expertise. We do things that make you money. Mostly. Except that one time.
Creative Gold Media is a video production company based in Cleveland, Ohio. We specialize in video production and related services for branding, promotion and training. We help non-profits and small businesses attract new clients and increase revenue. For more information please contact:
Lytkowski & Co. provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Cleveland Private Trust Company engages with Families and Entrepreneurs through several unique service offerings. Many of our clients elect for us to conduct a Comprehensive Financial Plan to address both simple and complex financial needs. Allowing us to use the findings of this process creates financial efficiencies, significant fee reductions and true clarity.