Tuesday, April 24th | Brickell | Joint Dinner Event with FPA of Miami, ACG South Florida & Greater Miami Tax Institute
Time & Location
About The Event
On Tuesday, April 24th the Financial Planning Association (FPA) of Miami will be hosting a joint dinner event with the Association for Corporate Growth (ACG) South Florida and the Greater Miami Tax Institute (GMTI) from 5:30 - 8:00 PM at the law firm of Holland & Knight (H&K), located at 701 Brickell Ave, Suite 3300. Capacity is Limited and tickets are only $35 for members ($75 for non-members). 2 CE Credits.
5:30 - 6:00 | REGISTRATION & NETWORKING
6:00 - 6:15 | WELCOME & BUFFET DINNER
6:15 - 7:00 | M&A PANEL: NUANCES OF BUYING & SELLING A BUSINESS
7:00 - 7:15 | BREAK & NETWORKING
7:15 - 8:00 | PRESENTATION ON TAX RESIDENCY & DOMICILE PLANNING
The first presentation will be a moderated panel of top M&A professionals in the Miami market that will explore the nuances of buying and selling a business from multiple perspectives. Representing the legal advice perspective will be Aaron Slavens, Partner in the M&A practice at H&K; representing the private wealth management perspective is Richard Weaver, National Director of Bernstein's Wealth Strategies Group; representing the investment banking & private equity perspective is Phil Cassel, Director at Cassel Salpeter & Co.; and representing the insurance advice perspective is Adam Lickstein, Assistant Vice President at Aon Risk Solutions. Together, the panel will jump into educating FPA, ACG & GMTI members on their work in the M&A world, what advisors should know when clients are looking to sell their businesses, how buyers and sellers connect, strategic vs. financial buyers, trends in P/E and capital raising, reps & warranties insurance, pre-transaction planning, and more. The panel will be moderated by FPA of Miami President John Lenahan, CFP®. This promises to be a panel our members cannot miss!
Our second presentation will be on tax residency & domicile planning from Patrick Emans, Partner and Lauren Klein, Associate at Holland & Knight. They will detail what to look for and how to think through advice for individuals & families based on their domicile. The lure of Florida and its sun, sand and beach can simply be too much for some of our out-of-state and international friends to resist. But before making the move to Florida, has the person fully considered the consequences of such a move from an estate planning, domestic and international tax law, and property law perspective?
A presentation professional advisors will not want to miss! Plenty of cross-group networking and great topics!
Aaron T. Slavens
Partner | Holland & Knight
Aaron T. Slavens is a corporate attorney who represents both public and private companies, including private equity funds and strategic investors. His practice focuses on mergers and acquisitions, including public and private acquisitions, dispositions, co-investments, joint ventures and other general corporate matters. In addition, Mr. Slavens represents both insureds and underwriters in connection with transactional risk products, including the issuance of representations and warranties insurance policies.
Richard L.N. Weaver
National Director—Wealth Strategies Group | Bernstein Private Wealth Management
Richard L.N. Weaver is a National Director in Bernstein’s Wealth Strategies Group, where he specializes in counseling private business owners, public corporate executives and holders of concentrated equity positions. Weaver is the author of Bernstein’s research publications Executive Decisions: Making the Most of Compensation Plans to Build and Protect Personal Wealth and Selling a Business: Proceed with Confidence. Previously, he served as a senior portfolio manager, responsible for communicating the firm’s capital markets outlook, investment strategy and rationale for current positioning in global equity, fixed income and alternative asset portfolios. Weaver joined Bernstein in January 2004 from Prudential Securities, where he headed the Private Wealth Management effort and managed the firm’s Executive Services and Strategies Group. His extensive career in capital markets has also included roles in investment banking, risk arbitrage, equity derivatives and structured products. Weaver earned a BS in economics from the Wharton School at the University of Pennsylvania and an MBA from New York University.
Director | Cassel Salpeter & Co.
Philip Cassel, a director at Cassel Salpeter & Co., uses his experience in consulting and private equity to contribute to the team and assist in all areas of the firm, from advisory services to financial analysis. Focused on representing middle-market companies, Philip has successfully structured, negotiated, and executed on numerous merger and acquisition and capital raising transactions with institutional and strategic buyers and investors. He has worked extensively with business owners, management teams, and boards of directors and their professional advisors, locally and nationwide. Additionally, having developed a keen understanding of the issues faced and alternatives available for distressed companies, he has worked with companies in developing financial restructuring plans, negotiating with creditors, and guiding debtors through bankruptcy proceedings. Philip earned a bachelor’s degree in mathematics from the Massachusetts Institute of Technology, in Cambridge, MA.
Adam Lickstein, CRIS
Assistant Vice President | Aon Risk Solutions
Adam Lickstein is a Vice President with Aon Risk Services, Inc. of Florida. In this role he is responsible for Risk Management, Insurance and Employee Benefits consulting working with Private Equity firms, as well as large Private and Public corporations. Prior to joining Aon in 2013, Adam served as a Marketing Specialist at Lockton Companies. Adam earned a Business degree from The University of Florida in 2009.
TAX RESIDENCY & DOMICILE PLANNING
Patrick C. Emans
Partner | Holland & Knight
Patrick C. Emans is a Miami attorney who serves as general counsel to wealthy individuals, their families and their businesses. Mr. Emans focuses his practice on domestic and international estate and tax planning, administration of complex estates and trusts, and trust and estates litigation. He also assists charitable organizations in obtaining and maintaining their tax exempt status.
Lauren Alexis Klein
Associate | Holland & Knight
Lauren Klein is a private wealth services attorney in the Miami office of Holland & Knight, where she focuses her practice primarily in the areas of international and domestic taxation for high-net- worth individuals, trusts and estates, and closely held family company structures. Ms. Klein advises foreign and domestic clients on U.S. federal income, gift and estate tax matters, including cross-border investments, U.S. real estate investments and business activities. Ms. Klein has significant experience forming and overseeing complex international trust and corporate structures. She also routinely counsels clients with respect to pre-immigration planning, the Foreign Investment in Real Property Tax Act of 1980 (FIRPTA), expatriation planning and tax treaties. In addition, Ms. Klein is well-versed in advising on domestic and offshore tax reporting and compliance, including the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS). Ms. Klein currently serves as the co-director of the New Tax Lawyers' committee of the Tax Section of the Florida Bar. Prior to joining Holland & Knight, Ms. Klein was a tax attorney with a boutique tax firm in Boca Raton, Fla.
- FPA of Miami Member$35$350$0
- Non-Member Ticket$75$750$0
- ACG South Florida Member$35$350$0
- Greater Miami Tax Inst. Member$35$350$0