MONTHLY MEMBERSHIP MEETING AND LUNCHEON
SHOULD I STAY OR SHOULD I GO: EXIT, SUCCESSION, ESTATE, AND TAX PLANNING FOR SMALL BUSINESS OWNERS
Please Register by Friday, March 6, 2020
A discussion of exit and succession planning issues for small business owners and how estate planning and tax issues can affect a successful transition.
Brenda Blunt has over 30 years of experience providing services to tax-exempt entities, closely-held business and their stakeholders. She provides income tax compliance and planning for individuals, corporations, partnerships and tax-exempt entities and represents clients before the Internal Revenue Service and state taxation authorities. Tax-exempts and their related entities comprise approximately 90% of her clients. She helps these clients, in particular, comply with and plan for sales, payroll and property taxes; consults with them regarding the tax and accounting impact of multiple-entity structures; helps with with international tax issues; works with them to establish or reinstate their status as tax-exempt and helps them plan for the tax aspects of unrelated business income and executive retirement. Brenda is a frequent teacher nationally, locally and at the organization level on topics that include health care reform, board responsibilities, tax compliance, strategic planning, and financial management principles for nonprofits. Brenda currently represents almost 200 nonprofit organizations ranging in size from formation-stage organizations to multi-million organizations with international reach.
Matt Connell joined UMB in 2004 as a financial advisor. Prior to joining UMB he was employed for six years by Prudential Financial in Phoenix, Arizona as a financial planner, serving business owners and executives throughout the southwest. Matt earned a bachelor’s degree in economics from Arizona State University in Tempe, Arizona. He is a member of Financial Planning Association (FPA), and the Planned Giving Roundtable of Arizona.
Michelle Margolies Tran, a Member in Clark Hill’s Estate Planning and Probate practice group, focuses her practice in the areas of sophisticated estate planning for individuals, families, and businesses, using trusts and business entities to help her clients achieve their business succession, estate tax reduction, and asset preservation goals. She also assists clients with complex trust and estate administration issues, including probate. Michelle is the Co-Chair of Clark Hill BOLD - Phoenix, the firm's strategy to promote women within the firm, the legal profession, and the business community.
*The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.0 hour toward your annual CLE requirement for the State Bar of Arizona, including 0.0 hour of professional responsibility.
When you register, you will be asked to indicate your meal choice: simply type REGULAR or VEGETARIAN (note the descriptions below). If you require a special meal other than the regular or vegetarian selections due to dietary restrictions, please type in your requirements.
All meals served with Sunburst salad – romaine lettuce, mixed berries, dark honey balsamic (GF/DF), warm gourmet rolls with piped plain butter, and a dessert of fruit tart- w/ vanilla pudding (DF).
Regular entrée (also gluten free/dairy free): Chicken Marsala – herbed roasted red potatoes, mixed vegetables (GF/DF)
Vegetarian entrée: Mushroom Risotto cake w/ grilled asparagus and carrots in a plum sauce
Share the fun! Invite a friend to experience the networking, social and educational opportunities of the Scottsdale Bar Association! Current members may invite a prospective member to attend an upcoming lunch for free. Here are the rules:
1. The guest must be eligible for membership in the Scottsdale Bar Association. See www.scottsdalebar.org, click on Membership Information, then Membership Categories.
2. The guest cannot be a former Scottsdale Bar member.
3. The guest cannot have attended lunch for free in the past.
4. The member must attend the luncheon with the guest.
5. The member must register him/herself for the luncheon, then contact Paige Martin at firstname.lastname@example.org with the guest’s name and email address, and choice of regular or vegetarian meal, so that she can register the guest. Member registration and the request for guest registration must be completed before the registration cut-off on the Friday before the luncheon, at noon.
6. The member can only invite one guest to any luncheon.
7. The member is responsible for following up with his/her guest after the luncheon to invite the guest to join Scottsdale Bar.
8. The Board of Directors reserves the right to limit the number of guests attending each luncheon.
PLEASE READ OUR REGISTRATION RULES
AND CANCELLATION POLICY
IN THE TOP SECTION OF THIS WEB PAGE.