In Focus / Event

High Net Worth Summer Seminar Series: Planning Opportunities with Qualified Small Business Stock and Creative Tax Planning Strategies

Featuring

Heather Oboda, Patrick Daly, Steven Ching

When:

Wednesday, August 14, 2024

11:30 AM - 12:30 PM ET(08:30 AM - 09:30 AM PT)

Where:

Webinar

Citrin Cooperman’s High Net Worth (HNW) Practice is hosting our HNW Summer Seminar Series: Planning Opportunities with Qualified Small Business Stock and Creative Tax Planning Strategies. Please join us for a one-hour virtual seminar discussing strategies and pitfalls of owning qualified small business stock and various innovative tax planning strategies.

AGENDA:

11:30 AM – 11:55 AM ET: Planning Opportunities with Qualified Small Business Stock
Heather Oboda, Partner, Citrin Cooperman
Steven Ching, Manager, Citrin Cooperman             
11:55 AM – 12:20 PM ET: Creative Tax Planning Strategies
Patrick Daly, Partner, Citrin Cooperman
12:20 PM – 12:30 PM ET: Q&A


Click the link below to register for this event:

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