2016 Expert Estate & Tax Planning to Maximize $ from the Sale of a Business

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Westwood Country Club

22625 Detroit Road

Rocky River, OH 44116

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Event description


Are you planning to exit the ownership of a business or an investment? Do you want to maximize the proceeds of the sale while minimizing tax and other liabilities? You should attend this panel discussion to learn some cutting edge estate and tax planning strategies that may help you meet your goals. You will also have the opportunity to meet other investors, business owners and senior managers and professionals who have similar interests to your own.

This event is organized by David Brown (also of Red Hawk Associates) and Ben Calkins (The Calkins Law Firm) of the Center for Free Enterprise.

Join these experts below and get insights to these questions and more along with Q & A on Friday, March 18 from 730a to 850a at Westwood Country Club. Check in and breakfast starts at 730a, Panel starts at 750a.

The Panel includes:

Tim Malloy, SVP Estate and Charitable Planning Specialist - Key Private Bank: Tim has over 30 years of professional experience, with the last 20 years at Key where he specializes in estate and charitable planning for high net worth clients. He is the Director and Founder of the St. Bernadette School Endowment Fund and Director Emeritus of the Victim Assistance Program for Summit County. Tim is a Golden Domer and has a JD from the Georgetown University Law Center.

Craig Welch, CFP, CLU, VP - Key Private Bank: Craig advises high net worth Clients on Estate and Tax planning issues. He is active in the Akron community with the Akron Torchbearers and is Vice Chair of the University of Akron Department of Finance Advisory Board. He is an Akron Zip.

Ken Sable, JD, MBA - Bober, Markey, Fedorovich: Ken is a senior manager in the individual and trust tax department and brings more than 15 years of experience serving high net worth individuals and owners of privately held businesses. He is Hiram College Terrier and holds a JD from CSU.

Program Host: Ben Calkins, Esq., Founder of The Calkins Law Firm, Ltd, helps Clients start, acquire and build successful businesses.

Moderator: David Brown, Managing Director of Red Hawk Associates provides advice on the acquisition, sale and restructuring of middle market businesses.

730a Continental Breakfast

750a Program

850a Adjourn


Are there ID requirements to enter the event?

Pre registered guests only, please, due to space limitations.

Is my registration/ticket transferrable?


Do I need to print and bring my paper event ticket?


Where can I contact the organizer with any questions?

Contact David Brown at dbrown@redhawkassociates.com or 216/245-7879.

Who Provides Breakfast?

The breakfast is provided by Key Private Bank. For more information about Key Private Bank's services, please contact Greg Keegan (440/995-2112) or Ken Greaney (440/995-2107).

What are the remaining scheduled event dates as part of this series of panels? I want to tell all my friends...

May 20, 2016

June 17, 2016

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Westwood Country Club

22625 Detroit Road

Rocky River, OH 44116

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