Joel Rothenberg, CPA, JD, LLM, a Partner at DGC and the Practice Leader of the firm’s Business Tax group, will be a panelist at the Mass Bar Association’s “Stepping Away from the Closely Held Business” event on Wednesday, June 12th at the Mass Bar Association building in Boston.

This program will explain best practices for attorneys when counseling owners of closely held businesses in developing continuity or succession plans. Panelists will discuss methods to maintain a strong advisor/client relationship throughout the planning process. They will utilize two fact patterns to show the benefits and pitfalls of both the sale of a business and the transfer of a business via gift or at death. Specific topics will include business valuation, structuring the sale of the business, preparations for a sale to a third party, the due diligence process, and more.

For more information about this event, click here.