Press Room

September 27, 2018

Hirschfeld Speaking at the Dynasty Annual Advisor Summit

Dynasty Financial Partners is a leading provider of wealth management and technology platforms for select independent financial advisory firms. The company is hosting its annual Advisor Summit from October 8-10 at the Montage Palmetto Bluff in Hilton Head, South Carolina. The summit brings together 120 of the most elite advisors in the industry to share a unique experience of collaboration and best practices. On October 9th, Andersen Tax Managing Director Michael Hirschfeld, will participate and speak on one of the panels titled Maximize Your Value Banking & Tax Considerations.

Panel discussion will include tax matters for deal structuring and also impacts of the new tax legislation on small businesses. In addition, the panel will provide advisors with insights on innovations and ideas to help build valuable enterprises, the landscape of buyers and sellers in the wealth management investment banking space, and guidance on how to think about tax advantaged strategies for their firm as well as M&A deal structures. The goal of the panel is to gain perspectives from people in attendance on topics such as firm valuation methodology and tax bill changes for small business owners.

Michael Hirschfeld is a Managing Director in the firm's US National Tax office, where he focuses on international, partnership, corporate and real estate tax planning and compliance. Michael has over 40 years of experience with tax issues that affect partnerships/LLCs, REITs, cross-border investing, real estate acquisition, finance and investment, private equity, distressed debt, mergers and acquisitions, pharmaceutical, energy, and clean technology clients.

October 9, 2018

Hilton Head, SC