skip to main content
X
BACK OK

Webinar

Succession Planning During the Coronavirus Pandemic

The economic and social impact of the Coronavirus pandemic will create a long-term change for businesses. What does that mean for the value of your business? Now is the time to start or update your long-term estate planning to benefit the next generation.

View Video View Slides Succession Planning Whitepaper 2020 Tax Positions

Succession Planning During the Coronavirus Pandemic

Succession Planning During the Coronavirus Pandemic

Our panel of succession planning experts discussed the pandemic’s impact and what strategies businesses should consider if they are thinking about exiting in the next five years. Our panel covered these questions and more:

  • What strategies are available for my business - including family succession, merging, sell or form an ESOP?
  • How will the current market affect the value placed on my company?
  • How does the possible reduction in value of my company impact my estate planning?
  • Should I be gifting my ownership to family members or a trust now?

PANELISTS

Harold Mohn, Jr., Regional Managing Director, UHY Advisors Mid-Atlantic

John Bautista, Managing Director, UHY Advisors New York

John T. (JT) Farcosky, First Vice President, Wealth Management Advisor, Merrill Lynch

James Brennan, Vice President, Trust Specialist, Bank of America, N.A.

To help us tailor the program to your issues, please submit your questions on our registration page. 

Hide Firm Disclaimer

©2023 UHY LLP. ALL RIGHTS RESERVED.

UHY LLP is a licensed independent CPA firm that performs attest services in an alternative practice structure with UHY Advisors, Inc., and its subsidiary entities. UHY Advisors, Inc.’s subsidiaries, including UHY Consulting, Inc., provide tax and business consulting services through wholly owned subsidiary entities that operate under the name of “UHY Advisors” and “UHY Consulting”. UHY Advisors, Inc., and its subsidiary entities are not licensed CPA firms. UHY LLP, UHY Advisors, Inc. and UHY Consulting are U.S. members of Urbach Hacker Young International Limited, a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. “UHY” is the brand name for the UHY international network. Any services described herein are provided by UHY LLP, UHY Advisors and/or UHY Consulting (as the case may be) and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.

On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.

Show Firm Disclaimer

Site Designed and Developed by Multimedia Solutions