estate planning Archives - Page 10 of 12

Legacy Gifts: Should You Include Your Charities In Your Estate Plan?

September 27, 2017 by Mike

Gwinnett Studio

Legacy Gifts: Should You Include Your Charities In Your Estate Plan?

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Millie Baumbusch, Shari Martin, Dale Hughes, Lula Dawit, Craig Frankel

Dale Hughes/Jeremiah

Originally from Albany, Georgia, Dale grew up “all over” as his father was a career military man, so he thrives in new situations, embraces diversity and ideas, and loves taking on a challenge.

A graduate of Emory University (B.B.A., Accounting) and The University of Georgia School of Law, Dale has been working with businesses of all sizes—including some of Georgia’s most respected companies—for 30 years in the roles of providing legal counsel, advising private shareholders, managing real estate initiatives, and serving in various corporate capacities. He was managing partner for the Atlanta office of the national law firm, Dow Lohnes. He was a Senior Vice President at Cox Enterprises where he worked with the legal department, the real estate department, the family office/foundation and the energy department during his time at Cox.

Now, he and his wife, Cindy run a family business named Jeremiah that focuses on historic buildings, community projects including new business incubation and mentoring. Among their incubation investments are community restaurants, a soccer company and a learning and work performance software company named one of the “Coolest New Businesses in America” by Business Insider. In their real estate and consulting efforts, they focus on renovation and revitalization in historic downtown areas. He also has taught Business Law and Business Ethics as an Adjunct Professor. His priority, however, is family and he is very proud of his three children: Lauren, Lindsey and Luke. Dale is also a mentor to individuals and businesses and has a love for investing in others through volunteering in programs with focuses on the needs of our local communities and individuals. His favorite pastime is driving around in his truck with his daughters’ dogs, Scout and Lucy, thinking about ways to grow and build community.

Lula Dawit/Woodruff Arts Center

Lula S. Dawit was born and raised in Gainesville, Florida and moved to Atlanta in 2010 after completing her JD and Masters in Taxation from the University of Florida. Lula is the Director of Planned Giving for the Woodruff Arts Center. Prior to joining the Woodruff Arts Center, Lula managed Spelman College’s planned giving program. Prior to Spelman, Lula worked as a wills, trusts, and probate attorney in Atlanta.

Lula is an active member of the Fiduciary Planning and Taxation sections of the Georgia Bar. She was a member of the 2014 LEAD Atlanta and is president of the Bernard A. Zuckerman Museum of Art’s advisory board at Kennesaw State University. On her spare time, Lula enjoys reading, camping and visiting national parks

Shari Martin/Cobb Community Foundation

After five years on its Board of Directors including one as Board Chair, Shari B. Martin stepped into the role of Executive Director of the Cobb Community Foundation (CCF) in 2017. Shari’s personal passion is to help others to help others, a phrase which has also become the mantra for CCF.

Shari’s background of 30 years in the wealth management industry provided a firm foundation for her to lead this growing community foundation. She began her career at SunTrust when it was still known as Trust Company Bank in 1986, served as Regional Manager for Synovus Trust Company, then ended her wealth management career as a Principal with Diversified Trust Company. It was there that she learned about the Cobb Community Foundation and the impact it is having in the region. Shari remains a member of the Atlanta Estate Planning Council and is also now a member of Marietta Kiwanis.

Shari was raised in Atlanta and obtained her B.A. from Furman University in Greenville, SC. She has resided in Atlanta since college. She has two grown sons, Michael and Matthew Harvey, of whom she is immensely proud, and is married to the love of her life, Tom Martin. Shari and Tom are active members of North Point Community Church.

ABOUT GASLOWITZ FRANKEL, LLC:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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Financial and Estate Planning Issues Facing Women

August 23, 2017 by Mike

Gwinnett Studio

Financial and Estate Planning Issues Facing Women

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Hosts Adam Gaslowitz and Millie Baumbusch discuss “Financial and Estate Planning Issues Facing Women” with Emily Sanders from United Capital and Abbey Flaum with Cohen, Pollack, Merlin & Small.

Emily Sanders/United Capital

Emily C. Sanders, CPA, is a Managing Director of the United Capital Atlanta office. In 2009 she was named one of the “Top 50 Women in Wealth Management” in the U.S. by Wealth Manager magazine. She graduated Magna Cum Laude from the University of Pennsylvania with a BA degree in International Economics and from New York University with an MBA in Accounting. She is a Certified Public Accountant (CPA) and a Certified Cash Manager (CCM), as well as Series 65 licensed. Ms. Sanders also received a Juris Master (JM) degree from Emory Law School.

Prior to founding the United Capital Atlanta office, formerly Sanders Financial Management, Inc., Ms. Sanders served as Assistant Treasurer at BellSouth Corporation for nine years where she managed $1 billion in corporate and pension fixed income investments, as well as the International Finance group handling foreign exchange, mergers and acquisitions and global banking. She has visited 40 countries and was an internal auditor in South Africa.

From 1977 to 1985, Ms. Sanders was employed in various financial management and budget capacities by The Coca-Cola Company in Atlanta and Charter Publishing Company in New York City, and was a financial consultant to The Home Depot in 1995. Ms. Sanders is steeped in a healthcare background as the daughter of a physician and a hospital administrator. Her interest in elder care issues led to the attainment of the Registered Financial Gerontologist (RFG) designation. Ms. Sanders is an international speaker and has been quoted in numerous publications including The Wall Street Journal, Atlanta Journal-Constitution, Atlanta Business Chronicle, Entrepreneur Magazine, Financial Planning and more. Additionally, Ms. Sanders has appeared on CNN, Bloomberg TV, CNBC Worldwide Exchange and Closing Bell, and as a Guest Host on CNBC Europe TV.

Ms. Sanders serves on the Georgia Society of CPA’s Leadership Council where she received the Distinguished Committee Chair award for the Committee on Financial Literacy. She co-chairs United Capital’s Women’s Initiative and is a 1994 graduate of Leadership Atlanta. In her spare time she enjoys international travel, reading biographies, visiting art museums, and being involved with The Atlanta International School, previously as Treasurer of the Parent Organization. In 2017, Ms. Sanders was awarded Most Valuable Player (MVP) amongst United Capital’s Managing Directors nationwide.

Abbey Flaum/Cohen, Pollack, Merlin & Small

Abbey S. Flaum is a partner in the Family Wealth Planning Group of Cohen, Pollock, Merlin & Small, P.C. Her practice is devoted to family wealth planning, estate, tax and charitable planning, probate, trust and estate administration, premarital planning, and family business succession planning.

Ms. Flaum is a member of the Atlanta Estate Planning Council. She has been named a Legal Elite by Georgia Trend for the past five years and has received Super Lawyers’ under 40 top designation as a Rising Star for the past eight years. She frequently speaks to audiences on the topics of estate and tax planning, asset protection planning, philanthropy, complex gift planning structures, planning for the newly-single individual, planning for aging and longevity, planning
for modern family structures and the interplay of family law and estate planning.

In addition to her legal practice, Ms. Flaum works with a variety of organizations which promote solutions in planning for health, longevity and quality of life, and has received several awards for her community involvement. She currently serves as Vice Chair of Development on the Executive Board of Jewish Home Life Communities, a comprehensive, non-profit system of eight communities meeting the many needs of seniors and their families across the metropolitan Atlanta area. She chairs the Caring Outcomes Committee for the Jewish Federation of Greater Atlanta, with the purpose of making funding recommendations to community partners who provide services for the health, well-being and financial fitness of local and international aging
and disabled populations. Ms. Flaum also sits on the Board of Trustees of the Southeastern Region of the Anti-Defamation League (ADL), is a Children’s Healthcare of Atlanta Legacy Advisor, and an alumnus of the Philanthropic Advisory Leadership Institute (PALI), the Glass Leadership Institute, and the Jewish Federation’s Emerging Leadership Project.

A native New Yorker, Ms. Flaum has resided in Atlanta for the past twelve years. Her husband and two children put the importance of her work in perspective on a daily basis. Ms. Flaum received her Bachelor of Arts, Summa Cum Laude, from Arizona State University, her Juris Doctor from the University of Miami School of Law, and her Master of Laws in Taxation, Cum Laude, from the University of Alabama School of Law.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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LinkedIn: https://www.linkedin.com/company/estatedispute

Transitioning the Family Business

June 28, 2017 by Mike

Gwinnett Studio

Transitioning the Family Business

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Brian Corbett, Gina Miller, Adam Gaslowitz, Craig Frankel

Gina Miller/Bennett Thrasher LLP

Gina Miller with Bennett Thrasher has twenty years of experience consulting on the valuation of equity interests in closely held and publicly traded companies. They offer valuations for a variety of purposes including estate and gift tax reporting requirements, financial reporting, acquisitions, buy-sell agreements, and employee stock ownership plans.

Brian Corbett/CCG Advisors

Brian Corbett is the founder and Managing Partner of CCG Advisors. He has over 15 years of experience advising the owners of successful privately held businesses as to the value and marketability of their businesses and the alternatives they have in terms of liquidity, exit strategies and accessing growth capital.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

What To Do When It’s Time For Mom and Dad To Move Out Of The House

April 26, 2017 by Mike

Gwinnett Studio

What To Do When It's Time For Mom and Dad To Move Out Of The House

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Robert Port, Page Hall, Melissa Benton, Craig Frankel

Hosts Craig Frankel and Robert Port talk with Melissa Benton with Atlanta Senior Advocates and Page Hall with Everything But The House about “What to Do When it’s Time for Mom and Dad to Move out of the House.”

Melissa Benton/Atlanta Senior Advocates

Melissa’s personal experience in the senior living industry began in 2005. She was the only family member in town, so she began caring for her grandparents in Dunwoody. Senior living options in Atlanta at that time were very limited, especially for a couple who wanted to remain living together. Their needs varied greatly as one spouse was independent and the other was struggling with Alzheimer’s disease. Over the course of 6 years, Melissa experienced first-hand the nuances, both pit falls and successes, of in-home care, independent living, memory care, assisted living, skilled care and finally hospice.

Melissa started her career working in Georgia politics in various capacities as the Chief of Staff to the current Lieutenant Governor, a Lobbyist for the Boys and Girls Club of Georgia, and a Campaign Manager for state and local races. She later moved into the legal realm as the Director of Business Development for a subsidy of the corporate and commercial real estate practices at Greenberg Traurig.
In 2012, a conversation with a friend regarding their family’s struggle with their parents not being able to live at home any longer brought to her attention that many families could benefit from what she learned when going through the same process. While she was passionate about teaching students for five years in Washington, DC, it felt like her calling to help others in crises with aging parents and serving as a voice for the senior population. She returned to Atlanta to work as a Family Advocate and became Co-Founder and President of Atlanta Senior Advocates. She dedicates her work to grandparents, Winnie and Bud, because having the honor to care for them has allowed her to help so many others.

Melissa is an Atlanta native and attends Mt. Paran Church. You can find her seeking the sun in the spring and summer and rooting for her Georgia Bulldogs in the fall.

Page Hall/Everything But The House

Page Hall leads the Atlanta sales and business development team for Everything But The House, the premier national online estate sale auction marketplace specializing in personal property liquidation. Prior to launching Everything But The House’s Atlanta operation in March of 2015, she built a diverse background in sales, retail merchandising, and home decor product design and development. Most recently, Page was a Merchandise Buyer for Atlanta’s own Ballard Designs, for whom she traveled the world seeking design inspiration and working with manufacturers. Before joining Ballard, Page worked in advertising sales for Home & Garden Television and in PR and Marketing for BD Jeffries. These experiences honed her project management skills and gave her a highly trained eye for design. This led to her opening a home decor and lifestyle brick and mortar retail store, which she successfully operated for five years. Her multi-faceted range of experiences have two common threads: a drive for unparalleled customer service and a passion for discovering unique items that make a home special. These skills and experiences give Page a genuine desire to help clients navigate life’s transitions and personal property liquidation and to bring untold treasures to the marketplace where they can find new homes to be loved for years to come.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

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LinkedIn: https://www.linkedin.com/company/estatedispute

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures?

July 27, 2016 by Mike

Gwinnett Studio

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures?

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Craig Frankel, Carly Howard, Rebecca Cummings, Adam Gaslowitz

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures? Adam Gaslowitz and Craig Frankel discuss this topic with their special guests, Carly Howard and Rebecca Cummings.

Carly Howard/Atlantic Trust

Carly Howard is a senior wealth strategist in Atlantic Trust’s Atlanta office, with more than 10 years of industry experience. In this role, she provides high net worth clients with integrated wealth management services, including comprehensive estate and financial planning solutions, multi-generational legacy planning, and fiduciary administration for trusts and probate estates. Prior to joining Atlantic Trust, Carly was a senior vice president and personal trust specialist with BB&T Wealth’s Professional and Executive Advisory Group, where she provided customized wealth management services for executives and business owners with a focus on fiduciary issues related to executive compensation. She previously served as a fiduciary specialist for BB&T Wealth in South Carolina and Wells Fargo Private Bank in North Carolina. Prior to joining the financial services industry, Carly was an adjunct professor at the Charleston School of Law and an attorney practicing estate planning and fiduciary litigation with major law firms in Miami and Charlotte. She holds Juris Doctor and Master of Laws degrees from the University of Miami and earned a Bachelor of Arts degree in communication from the College of Charleston. Carly currently chairs the board of directors for PhilanthroFest, a 501(c)(3) non-profit organization, and was included in the Community Building Initiative (CBI) Charlotte’s 2015 “Leaders Under 40” program. She has also served on the South Carolina Probate Code Revisions Committee, Charleston Tax Council, Florida Association for Women Lawyers and other trade groups. Carly has written articles for or been quoted in national and local publications, including The Wall Street Journal and Trusts & Estates magazine.

Rebecca Cummings/Rebecca Godbey Cummings, LLC

Rebecca Cummings is an expert in wills, trusts and estates. For nearly two decades, she has given clients the peace of mind that their estate planning is in perfect working order, and she has counseled families through the process of administering the estate of a loved one. Rebecca spent a decade as an entrepreneur and founder of a small law firm before becoming a partner in one of the most respected estate planning groups in Atlanta. In 2015 she established this law firm to make expert legal advice more affordable for middle class people, and in 2016 she began offering professional fiduciary services for Georgia estates and trusts. Previously a law professor, Rebecca is known for her exceptional ability to explain complex ideas and systems in simple terms; she has repeatedly been named one of the state’s “most effective” lawyers and one of the Top 100 lawyers in Georgia. Rebecca also serves as an expert witness in estate and trust disputes and is the author of “The Case Against Access to Decedents’ Email: Password Protection as an Exercise of the Right to Destroy.” Rebecca is also a dynamic speaker, facilitator, and business development coach. She is past president of the Georgia Association for Women Lawyers (GAWL) and she has given hundreds of workshops, presentations and keynote speeches to companies and organizations such as Coca Cola, the CDC, Emory, Commercial Real Estate Women (CREW) and the Fiduciary Law Section of the State Bar of Georgia, on topics as diverse as Georgia’s trust code, running effective meetings, and successful negotiation strategies. Rebecca returns year after year to facilitate strategic planning retreats for organizations that value her ability to create fun and productive multi-day planning sessions for their employees and volunteers. She is affiliated with Novateur Partners, an Atlanta-based consulting, training and coaching company. Rebecca earned her B.A. at Emory University and her J.D. at William & Mary Law School.

ABOUT GASLOWITZ FRANKEL, LLC:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

Financial Management and Life Care Options for Seniors

June 22, 2016 by Mike

Gwinnett Studio

Financial Management and Life Care Options for Seniors

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Robert Port, Miles Hurley, Chris Foster, Barbara Scurry, Adam Gaslowitz

Adam Gaslowitz and Robert Port discuss Financial Management and Life Care Options for Seniors on this episode of “Wealth Matters“. Guests include Miles Hurley, Partner at Hurley Elder Care Law; Barbara Scurry, Owner at Senior Partners; and Chris Foster, Executive Director at A Hand to Hold.

Miles Hurley/Hurley Elder Care Law

Miles Patrick Hurley is an Elder Law attorney in private practice in Atlanta, serving the legal needs of the elderly population on issues related to aging; including retaining independence,quality of life and financial security. Mr. Hurley is one of ten attorneys in the state of Georgia to receive the Elder Law Attorney Certification (CELA), and one of approximately 400 nationwide.

Miles is committed to making the process of planning for the future – our own and that of those we love – as pain-free as possible. His firm holds the philosophy that dedicated client service and individualized plans can actually make this difficult process empowering and even rewarding.

Providing comprehensive legal solutions for elders by helping families find, get and pay for good long-term care
Life Care Planning
Veterans Benefits Eligibility
Medicaid and nursing home planning
Guardianship/Conservatorship
Asset Protection
Special Needs planning
Wills, Trusts and Powers of Attorney
Probate and Estate Administration

Miles has undergraduate degrees from Emory University and University of Tennessee and a law degree from Georgia State University College of Law.

Barbara Scurry/Senior Partners

Barbara Scurry grew up in Minneapolis, MN but has lived in the Atlanta area since late 2000. She graduated cum lade with a Bachelor’s of Business Administration from Middle Tennessee State University and had a corporate career in marketing in the manufacturing, financial services, and geriatric healthcare industries.

While doing sales and business development in nursing homes and marketing for a Continuing Care Retirement Community and a private-duty home care company, she developed a passion for working with senior citizens. In 2011, Barbara started Senior Partners (formerly The Money Moxie) to be a financial advocate that provides peace of mind to seniors who are struggling with their daily life and money matters.

With her skill at organizing chaos, Barbara and her staff of three Senior Partners, get things done for their clients, protect them from fraud, help keep them independent, and save them money. Senior Partners specializes in providing above and beyond personalized, concierge-type services for their clients.

Barbara lives in Norcross and part-time in Charleston, South Carolina with her husband Darryl and has recently taken up yoga and cardio boxing as her outlet for stress.

Chris Foster/A Hand to Hold

As an inspirational business leader, Chris Foster brings 25 years of business management in the Atlanta market to A Hand To Hold, one of Georgia’s largest private duty home care agencies. As a Certified Senior Advisor (CSA) & Gerontologist, Chris is an expert in the field of aging and senior care. With extensive experience in business management, marketing, public speaking and leadership, Chris strives to bring inspirational messages, timely information and reliable resources to the seniors of Georgia.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

Will or Trust: What is the Best Estate Planning Document for You?

May 25, 2016 by Mike

Gwinnett Studio

Will or Trust: What is the Best Estate Planning Document for You?

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Millie Baumbusch, Melissa Walker, Loraine DiSalvo, Craig Frankel

On this week’s episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss “Will or Trust: What is the Best Estate Planning Document for You?”. Guests include Loraine DiSalvo, Partner at Morgan DiSalvo, and Melissa Walker, Partner at Salo Walker.

Melissa Walker/Salo & Walker

Melissa is a partner with the firm of Salo & Walker in Atlanta, and practices in the areas of estate planning, estate administration, charitable planning, fiduciary litigation and estate and gift tax.

Melissa is a graduate of Yale University (B.A., 1985) and Duke University School of Law (J.D., cum laude, 1988).

Prior to founding Salo & Walker in 1995, Melissa practiced with Pillsbury, Madison & Sutro in San Francisco and Long, Aldridge & Norman and Grenwald & Salo in Atlanta. She is a Fellow in the American College of Trust and Estate Counsel, a Fellow of the Lawyers Foundation of Georgia, a member of the American Bar Association, the Atlanta Bar Association (member, Estate Planning and Probate Section), the State Bar of Georgia (Fiduciary Section, Chair, 2004-2005, Chair, Legislation Committee, 1999-2002, Chair, Rule Against Perpetuities Study Committee, 1999-2000), the State Bar of California, the Atlanta Estate Planning Council (member, Board of Directors, 2000-2002, 2010-2012), and the Decatur-DeKalb Estate Planning Council. Melissa is listed in Who‘s Who In American Law; Who‘s Who in America and The Best Lawyers In America. She serves as a member of the Board of Trustees of The Paideia School in Atlanta, GA.

Loraine DiSalvo/Morgan and DiSalvo

Loraine M. DiSalvo became a partner in Morgan + DiSalvo, P.C. in January 2005, after practicing at the firm as an associate since 1997. She obtained her JD, with distinction, from Emory University in 1997 and her B.A., in History, cum laude, from Georgia State University in 1994.

• Selected as a Georgia Super Lawyer in Trusts & Estates for 2013, 2014, 2015, and 2016
• Holds an AV-Preeminent rating from Martindale-Hubbell since 2009
• Rated 10.0 out of 10.0- Superb from Avvo.com and has maintained this rating for many years
• Named a Five Star Professional by Atlanta Magazine in 2015 and a Five Star Wealth Advisor for each of 2010, 2011, 2012, 2013, and 2014
• Past Chair of the Estate Planning & Probate Section of the Atlanta Bar Association and currently serves as the Editor-in-Chief for The Mortmain, the Section’s newsletter
• Member-At-Large of the Atlanta Bar Association’s CLE Board of Trustees
• Member-At-Large of the Board of Directors for the Estate Planning Council of North Georgia
• Former President, former Treasurer, and current Advisory Board Member of the Professional Women’s Information Network, Inc. (“ProWIN”), a non-profit organization which is devoted to providing professional and entrepreneurial women with opportunities to network and develop themselves both personally and professionally
• Spoken to numerous groups of both laypeople and professional advisors on estate planning-, tax-, and probate-related topics

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

Steve Palmer with The Cottage School, Dr. Dionne Poulton with Poulton Consulting Group, and Jeff Plank with HLB Gross Collins

April 13, 2016 by Mike

Gwinnett Studio

Steve Palmer with The Cottage School, Dr. Dionne Poulton with Poulton Consulting Group, and Jeff Plank with HLB Gross Collins

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Steve Palmer, Dr. Dionne Poulton, Jeff Plank, Dominick Rainey

Steve Palmer/The Cottage School

The Cottage School has a 31-year history of serving students with mild to moderate learning differences including ADD, ADHD and Anxiety Disorders. The students learn in addition to the State of Georgia required classes for graduation, a business model that is based on time accountability and financial reward and balance. This fall for the first time they are adding 4th and 5th grades to their current 6-12th grades.

Dr. Dionne Poulton/Poulton Consulting Group

Poulton Consulting Group is an HR and Leadership Consulting business specializing in diversity and inclusion. They serve all businesses from small to large, government, educational institutions, non-profits, and social groups. PCG is led by President and owner, Dr. Dionne Poulton, who for the past 16 years, has been researching and teaching in areas of diversity, inclusion, equity, bias, intercultural dialogue, adult education, adult learning, and adult behavior. PCG offers targeted, research based professional development opportunities, education, advisement, and conflict mediation to HR professionals, leaders, and employees in all workplace settings.

Jeff Plank/HLB Gross Collins

HLB Gross Collins is an Atlanta-based full service certified public accounting and consulting firm that has been providing excellence in client service for over forty years. Serving clients both locally and around the globe, the firm offers tax, auditing and assurance, business consulting, valuation, estate and personal financial planning, and international services.

Exit and Succession Strategies for Closely Held Business Owners

February 24, 2016 by Mike

Gwinnett Studio

Exit and Succession Strategies for Closely Held Business Owners

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Robert Port, Cardell McKinstry, Bryan Koepp, Adam Gaslowitz

On this week’s episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss “Exit and Succession Strategies for Closely Held Business Owners”. Guests include Cardell Mckinstry, Director of M&A Tax Services for Habif, Arogeti & Wynne LLP, and Bryan P. Koepp, Regional Wealth Strategist and Senior Vice President of Regions Private Wealth Management.

Bryan Koepp/Regions Private Wealth Management

Bryan Koepp joined Regions Private Wealth Management in August 2015 as its Wealth Strategist for its East region. Bryan’s major areas of expertise include advanced estate and trust planning, business succession planning, non-qualified benefit planning for companies and their employees, asset protection, and complex insurance transactions.

Prior to joining Regions Private Wealth Management, Bryan chaired PNC’s Wealth Management National Practice Group for Planning for the Business Owner as a Senior Wealth Planner for its Georgia wealth team. The Planning for the Business Owner group focused on the unique and often difficult planning needs of business owners including the development of a tax- efficient plan for business transition whether the transition is targeted for family members, outright sale, public offering, or other strategy. Bryan has also served as a group financial planning strategist with BB&T Wealth Management. While at BB&T, Bryan was the firm’s lead business transition planning strategist and also anchored BB&T’s wealth planning team in Georgia. Bryan has also served as a director and senior consulting attorney for AXA Equitable’s advanced markets team.

Bryan received his undergraduate degree (B.A.) with honors from the College of Wooster in Wooster, Ohio. He earned his law degree (J.D.) from The Ohio State University College of Law. He is admitted to practice law in the states of Georgia and Ohio. Bryan is also a Certified Financial Planner and a registered Trust & Estate practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) for international planning.

Linkedin: https://www.linkedin.com/in/bryan-koepp-0402317

Cardel McKinstryHabif, Arogeti & Wynne, LLP/

Cardell is the Director of M&A Tax Services for Habif, Arogeti & Wynne, LLP. Cardell has over 15 years of tax consulting experience serving clients across a wide range of industries, including construction, distribution, financial services, manufacturing and telecommunications. Prior to joining Habif, Arogeti & Wynne, Cardell was a Senior Director with the Alvarez & Marsal Transaction Tax Group and a former member of the Mergers and Acquisitions Transaction Services Group at Deloitte & Touche LLP.

Cardell focuses on advising financial and strategic clients on the tax aspects and structuring of taxable and tax-free transactions. These include mergers and acquisitions, dispositions, restructurings, leveraged buy-outs and recapitalizations. He has been involved in all aspects of due diligence, transaction structuring and reviews of transaction-related documents.

Cardell has assisted in providing tax solutions for companies going through different phases of their life cycle, such as mergers and acquisitions, dispositions, bankruptcies and ownership changes. The tax solutions provide a variety of structures to retain valuable tax attributes (e.g. NOLs, tax credits, etc.), maximizing value and flexibility for all parties involved.

Cardell earned a bachelor’s degree in accounting and a master’s degree in taxation from the University of Alabama.

About Gaslowitz Frankel:

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute