Event Pass Information Event Pass TypePriceQuantity AIA Member (Not AIANY)$5.00 USD 0 1 General Public$10.00 USD 0 1 Student with Valid .edu Email AddressFREE 0 1 ACECNY MemberFREE 0 1 Event Details Ownership transition presents a unique set of challenges for many architecture and engineering firms. While there is no one-size-fits-all planning solution, there are common and important financial and legal aspects that must be considered to ensure a comprehensive exit strategy or succession plan. To help you understand how to identify, assess, and develop valuable succession planning strategies, Ingram and Anchin have teamed up to present this webinar exclusively for members of AIANY and ACEC New York. Our speakers will present a step-by-step succession planning process that firm leaders can use as a guide for successful leadership and ownership transition. The seminar will introduce this process, discuss key action items and success factors, and review crucial legal, tax, and governance issues. You will learn: • Key factors to consider to be ready for succession planning• Common financial and legal risks and how to avoid them• Tax matters and planning considerations to be aware of• How to build your external succession planning team Speakers:Paul Gevertzman, Tax Partner, Anchin Brian Kenet, Senior Business Advisor, Anchin Warren Friss, Managing Partner, Ingram Yuzek Gainen Carroll BertolottiSheila Di Gasper, Partner, Ingram Yuzek Gainen Carroll Bertolotti Moderators:Melissa T. Billig, Partner, Ingram Yuzek Gainen Carroll BertolottiPhillip Ross, Partner, Anchin This event is offered virtually; you will receive an email with a Zoom link to access the program.