Events

Join Anchin and J.P. Morgan Private Bank on November 5th in NYC for an exclusive, in-depth event designed for business owners planning their next steps with clarity and confidence. Whether you’re considering an exit, preparing for wealth transfer, or navigating upcoming legislative changes, this session will provide essential insights and practical strategies to help you move forward.

Topics We’ll Cover:

• The One Big Beautiful Bill Act (OBBBA), Its Tax Impact, and What Business Owners Need to Know
  Get a comprehensive breakdown of the OBBBA, its proposed tax changes (including R&D), and the implications for privately held businesses.
• Types of Business Owner Transitions
  Understand the key pathways for exiting your business—from internal succession to third-party sales—and how to determine the right fit.
• M&A Market Update
  Gain current insights into the mergers & acquisitions landscape, valuation trends, and what buyers are looking for in today’s market.
• Wealth Transfer Strategies for Business Owners
  Explore tax-efficient methods to preserve and transfer wealth across generations, even amid evolving tax policy.
• Exit Preparation – Building a Timeline and Assembling the Right Team
  Learn how to build your roadmap to exit, including who you need on your advisory team and when to bring them in.

Featured Speakers

Robert Smith, CPA
Tax Partner and Leader of Anchin’s Emerging Companies Group

Sharlene Sylvia-Casimir, CPA, MST
Tax Director in Anchin’s Research & Development (R&D) Tax Credits Group

Ajit A. George
Executive Director and Senior Private Business Advisor at J.P. Morgan Private Bank

Amanda D. Johnson
Executive Director and Wealth Advisor at J.P. Morgan Private Bank