Tax planning needs to start the day that you decide to start a business, and failure to adequately prepare on the front end could result in your paying 30-50% more in the end.
This program will focus on maximizing your cash strategy while minimizing the amounts that you have to pay in taxes. We will cover recently enacted rules and hot buttons related to investments and transactions, as well as domestic, overseas, and capital repatriation strategies.
- New net investment income tax rules
- Qualified small business stock exclusion
- Considering low tax jurisdiction benefits
- Benefits and Myths of International Tax
- How international tax rules work
The program features the tax experts from the international law firm of K&L Gates. Their practice is a robust full market practice — cutting edge, complex and dynamic, simultaneously regional, national and international in scope. K&L Gates LLP comprises more than 2,000 lawyers who practice in 48 offices located on five continents.
Stephen Freeman - Partner, K&L Gates
Stephen Freeman is a partner in the firm's Orange County office and works with businesses, business owners and executives in general and sophisticated tax planning involving mergers and acquisitions, financings, entity formation, executive compensation, and transaction structuring. His practice also includes representing investment funds and their portfolio companies in all aspects of their activities from formation to their investments. In addition, Mr. Freeman represents institutional investors on their alternative investments and represents principals in venture funds in negotiations with the funds. Mr. Freeman works closely with family offices with respect to their organization and investment activity. More...
Greg Hartker - Partner, K&L Gates
Gregory Hartker focuses his practice on domestic and international corporate and partnership tax issues. He has broad experience with both taxable and tax deferred mergers and acquisitions, public and private issuances of debt instruments, and partnership and LLC structuring and operating issues, combined with an extensive international tax background, including areas involving Subpart F, PFIC, foreign tax credits, withholding, treaty issues, cost sharing, and cross border transfer pricing. In addition, Mr. Hartker focuses a substantial portion of his time on investment fund structuring and representing investors in such funds. More...
Continental breakfast and parking will be provided. Please park in the visitors parking garage.
When & Where