FREE CLE luncheon

Tax & Estate Planning Essentials for Entrepreneurs & Business Owners

*1.0 hour CLE credit including 0.50 Ethics

Monday, May 8, 2023
12:00 - 1:15 pm
Texas A&M School of Law Conference Center
FREE, *Registration has closed*

Attorneys, financial planners/advisors, entrepreneurs, business owners, and students are all welcome to attend. Lunch will be provided. The last 15 minutes are Q&A and not part of the CLE credit.

• Business succession planning to enable the smooth transfer of business assets
• The essentials to providing legal protection for business and personal assets
• Understanding federal estate tax implications
• Tax considerations when selling a business

• Entity selection and ownership structures
• Business succession planning
• Asset protection
• Tax minimization

Presented by estate planning specialist Michael J. Ivan, Jr., J.D., LL.M.

Sponsored by MAI Capital Management, LLC

Texas A&M University School of Law
1515 Commerce Street, Fort Worth, TX 76102
Free Parking available for registrants in the Reveille and Gig 'Em lots off of Calhoun Street

• This course has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.00 credit hours, of which 0.50 credit hours will apply to legal ethics/professional responsibility credit.
• Registrants seeking CLE credit must register with your full name, email, and Texas Bar Card Number and attend the event in order to receive CLE credit.
• Post-event, Texas A&M School of Law, as CLE sponsor, will submit Texas-licensed attendees' CLE credit hours based on verified attendance to the State Bar of Texas for attendees who have entered their Texas State Bar Card NUMBER at registration.