HYBRID
8:30AM Welcome & Announcements
8:40AM Topic | Corporate and Tax Implications of Selling Your Book of Business in 2024 Presenters | Sebastian Pascu of Walter Haverfield Jake Derenthal of Walter Haverfield
9:40AM Adjourn
This program has been filed with the Ohio Department of Insurance for 1 CE. CE's will be filed within two weeks of the program date & certificates of completion will be sent in accordance with ODI guidelines.
Summary/Overview: During their presentation, Sebastian and Jake will discuss the corporate implications of selling your company. They will address how to maximize the value of your book of business and position your company for an exit, valuing your brand and the current M&A landscape. They will also discuss tax reorganization before selling your company. They will cover selling your practice as a C corporation, S corporation, LLC as well as selling an interest in a partnership or in a disregarded entity. Lastly, they will address state tax implications.
NAIFA Cleveland is a 501(c)6 non-profit organization.
