South Suburban: Structuring Privately Owned Business Investment After the Tax Cuts and Jobs Act
Tell a Friend About This EventTell a Friend
South Suburban: Structuring Privately Owned Business Investment After the Tax Cuts and Jobs Act

5/16/2018
When: Wednesday, May 16, 2018
8:00 AM
Where: The Country House
5400 W. 127th Street
Alsip, Illinois 
United States
Presenter: Paul Lechner, Esq, CPA, Lechner Law Office, PC
Contact: Dee Farris
8472443691


Online registration is closed.
« Go to Upcoming Event List  

Many factors affect the choice of business entity, both tax and nontax. Whether you are an investor or an investment advisor, the Tax Cuts and Jobs Act has changed the tax consequences of entities that compete in the investment advisory marketplace. Investment stands on marginal revenues and cost (including the tax) that it generates.  This is what matters.  If you are interested in better alternatives in structuring privately owned business investment you should be attending this FPA Illinois presentation. We are co-presenting with the South Suburban Estate Planning Association, so you will have a wonderful opportunity to network with non-CFPs who may be future referral partners. See you there!

Mr. Lechner is an Attorney and Certified Public Accountant. He acts as outside general counsel to a number of privately owned businesses.  He uses his accounting

and finance background to assist clients in the diligence necessary in starting new ventures, operating their ongoing enterprises, arranging financing, and preparing business succession plans. He is also involved in complex commercial litigation when required. 

His estate planning practice includes preparing wills and trusts at all levels of complexity, counseling clients regarding estate, gift and generation-skipping transfer taxes, asset protection planning for closely held business assets, and Elder Life Care Planning, including Veterans and Medicaid Asset protection planning.  He excels at understanding and listening to clients' planning needs and developing pragmatic and tailored solutions.  He has managed complex estates with issues involving sales of real property, family litigation, and estate and income tax matters.

He holds a BS in Accounting from Saint Joseph’s College and an MBA, JD, and LLM (Tax) from DePaul University in Chicago. He is also an Illinois Certified Public Accountant

He is an Adjunct Professor at Saint Xavier University’s Graham Graduate School of Management and Governor’s State University College of Business.

more Calendar

6/9/2018
FPA of IL Book Club

6/14/2018
Time for Your Close-Up: Media and Social Media Training for Today’s Financial Planner

Featured Members

Online Surveys
Association Management Software Powered by YourMembership  ::  Legal