Andersen's Venture-Backed Fall Forum:
How to Scale with Tax Reform
Monday, November 12th
5:30pm - 8:00pm EST
SECOND Events at 849 6th Avenue New York, NY 10001
Located above 6th Avenue in Chelsea -- directly above The Vine and L’Amico.
SCHEDULE
5:30pm Arrive
Sign in, grab your badge and cocktail.
6:00pm Panel Discussion
Every company is unique, but the tax mechanics and planning principles remain the same. This discussion will give you the tools to scale.
6:45pm Audience Q&A
Ask us anything
7:00pm Networking
Continue the conversation, meet and enjoy cocktails & lite bites with industry peers.
DISCUSSION TOPICS
Planning your next round of funding in 2018 or 2019?
Founders face considerable challenges as a company starts to scale rapidly, compliance issues tend to escalate at a faster rate, introducing new tax opportunities and pitfalls that could potentially throw progress off course if you don’t have an advisor keeping an eye on the big picture as you grow.
Join us for an evening to share highlights from our guide to scale for high growth companies and their founders, tax planning strategies to consider for 2018 and beyond. Following the panel, we welcome you to join us for drinks and networking.
MODERATOR
Director, International Private Client Services
Deborah has over 17 years of experience working with international clients on tax and financial matters. Her key areas of focus include: planning and compliance for pre-immigration, U.S. taxpayers residing overseas, inbound U.S. clients and cross-border planning for UK./U.S. clients.
PANEL
Managing Director, US National Tax
Dennis specializes in compensation and employee benefits issues. He has over 43 years of tax experience designing and implementing of various types of equity programs, deferred compensation arrangements and qualified retirement plans. In addition, Dennis consults on secondary offering and equity repurchase programs as well as other liquidity events.
Managing Director, US National Tax
Joe has over 15 years of experience in tax matters impacting the financial services industry. Joe’s experience includes advising clients on debt and hedging-related issues, securitizations and consulting on the financial statement implications. In addition, Joe leads Andersen's Qualified Opportunity Zones Team, consulting on the opportunity to defer and potentially eliminate tax on gains.
Director, Private Client Services
As a tax planning and compliance specialist, Sean has significant experience with financial matters affecting entrepreneurs, private equity and hedge fund principals, executives, high net worth individuals and families.
Sr. Manager, Commercial Client Services
He has over 12 years of tax experience in providing tax services to businesses. He focuses on corporations including large to closely-held, partnerships and S corporations. His primary practice areas include federal, state and local, international tax compliance as well as ASC 740.
Have a friend or colleague that is a majority owner of a rapidly growing company? Feel free to forward