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Member Forum Meeting
Thursday, January 19, 2017
8:00 am - 10:00 am
(light continental breakfast will be served)
Pre-Transaction Planning
(light continental 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 (Trump's tax proposal)
- Buyer - strategic / financial
- What is the after-tax needed to support post-sale lifestyle?
Sponsored and Hosted by ACG NJ Member:
Clare McCoy
Wealth Director BNY
Mellon Wealth Management
Wealth Director BNY
Mellon Wealth Management
Presented by:
Edward Mooney JD
Family Wealth Strategist, BNY Mellon Wealth Management
Family Wealth Strategist, BNY Mellon Wealth Management
Location:
BNY Mellon
1 Giralda Farms
Madison, NJ
BNY Mellon
1 Giralda Farms
Madison, NJ
Hosted by: ACG
Chapter
New Jersey
