TBD
The Downtown Harvard Club
One Federal Street, 38th Floor
Boston, MA
Come and see what hundreds of professional advisors are calling 'their ticket' to exit planning success. Pinnacle Equity Solution's Exit Planning Chapter Meetings are where the industry's best trained and most committed professional advisors and consultants gather to 'learn and earn' with and from each other. Our next Boston Chapter meeting will be held on at the Downtown Harvard Club in Boston, MA (1 Federal Street, not the Commonwealth Ave., Harvard Club location).
Pinnacle's Chapter meetings are designed as half-day educational sessions for the Members of Pinnacle's training program. However, due to the growing demand for the inclusion of a larger group of professional advisors, we are inviting non-members to attend our entire networking and educational session from 7:30 until 12:00.
Pinnacle Members have access to the half-day of training and business development curriculum and networking. Our guests can meet the Members who are quarterbacking exit plans and honing their practices to fill specialized niches within the exit planning engagements.
You are encouraged to attend and become a part of Pinnacle's growing family of professional advisors by attending this upcoming event. Come and see for yourself how our leading training and networking programs can help you grow your exit planning practice.
Agenda
- 7:30 – 8:00 am: Breakfast/Coffee and networking
- 8:00 - 8:30 am: Welcome & Introductions
- 8:30 - 10:00 am: Guest Speaker – Ryan Boland Director of the Complex Asset Group at Fidelity Charitable, one of the nation's largest public charities, will demonstrate how to leverage a client's highly appreciated non-publicly traded assets (including privately held C Corp shares, S Corp shares, LLC interests, and LP interests) to fund their philanthropic mission. Because these assets are often the most tax efficient to give, it is important, as part of a comprehensive exit strategy, to examine the donation of privately held business interests. Ryan will detail through case studies 1) how to identify the best assets to donate; 2) key considerations when recommending charitable gifts of non-publicly traded assets, including anticipatory assignment of income issues and appraisal requirements; 3) common pitfalls and reasons why the majority of otherwise viable complex asset donations fail; 4) acceptance policies and procedures of exempt organizations; and 5) factors to evaluate when deciding between charitable recipients for complex asset donations.
- 10:00 – 10:15 am: Break
Members Only Meeting
- 10:15 - 12:00 pm: Case Study Session- Learn from other advisors who are actively working with clients on exit plans and promote your business by providing solutions to the business owner's situation.
Speaker
Ryan Boland is director of the Complex Asset Group for the Fidelity® Charitable Gift Fund ("Gift Fund"). Mr. Boland is responsible for reviewing complex asset contributions for acceptance by the Gift Fund, developing detailed policies and procedures for complex asset donations; and providing training and education about the Complex Asset Group's unique service offering. He brings deep knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-corp or S-corp shares, to charity. Mr. Boland works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these assets to achieve the most favorable tax treatment with the greatest charitable impact.
Chapter Leader
Jane M. Johnson, CPA, CMA currently provides advisory and exit planning services to business owners as a partner with B2B CFO®. Prior to joining B2B CFO®, Jane successfully founded, grew and sold her own company, CoActive Consulting Group Inc., to one of the largest regional CPA firms in New England. Jane is a graduate of Bentley College and spent several years in public accounting and corporate finance with the General Electric Company prior to founding CoActive in 1990.
Chapter Leader
David Poulin, CIMA®, CPWA® David has over 20 years experience working with private company executives to construct their post-business lives. Prior to joining The Bay Colony Group at Morgan Stanley Smith Barney, he was associated with Bear Stearns, Robertson Stephens and Hambrecht & Quist.
David is a Certified Investment Management AnalystSM (CIMA®), and also holds the Certified Private Wealth AdvisorSM (CPWA®) designation from The Investment Management Consultants Association and the Senior Investment Management Consultant designation at The Bay Colony Group at Morgan Stanley Smith Barney.
David rides in the Pan-Mass Challenge to benefit the Dana Farber Cancer Institute and The Jimmy Fund. He lives in Wayland, MA with his wife Monica and their children and is active in various community organizations and youth sports.
"We help business owners and clients answer three critical questions. Do I have any financial blind spots? What is my number and how do I get there? How do I stay there?"
Event Details
Exit Planning Boston Chapter Meetings
TBD
8:00 AM - 12:00 PM
7:30 AM Registration
The Downtown Harvard Club
One Federal Street, 38th Floor
Boston, MA
Non-members
$55.00
Members
$45.00
If you have questions about registering for this event or require additional information about our services, you can call our Pinnacle Equity Solutions office at 781-821-2608.