FFR/Princeton BTGALA

FFR/Princeton BTGALA, Penn GALA, the NYU LGBTQ Alumni Council & the Boston University LGBT Alumni Network Present...

Preserving Your Business - Legal, Tax and Financial Planning Considerations
New York, NY

WHEN: Tuesday, September 28, 2010
6:30 PM to 8:30 PM
WHERE: People Lounge, in the Loft upstairs
163 Allen Street, New York, NY
See below for directions or go to: Google Map to People at http://maps.google.com/maps?q=163+Allen+Street,+10002
COST: No Cover, Full cash bar available
RSVP: If you would like to attend, please fill out our RSVP Form at http://tigernet.princeton.edu/~ffr-gala/AlternateEmail.html

Join FFR/Princeton BTGALA's Shawn Cowls, Penn GALA & NYU LGBTQ Almuni Council's Antony Hom, and the Boston University LGBT Alumni Network and New York Law School's Lisa Padilla, for a discussion on the issues affecting business owners as they plan for their future. We'll tailor the discussion to the people that come, but topics that we'll be prepared to discuss include:

  • Start-up and organization of your business (form of business, buy-sell and shareholder agreements, etc.)
  • Asset protection (credit protection, credit trusts, etc.)
  • Risk and financial management (contracting, general liability and other insurance, financing, cash flow management, tax and other compliance, etc.)
  • Benefit planning - including a discussion of options for health insurance
  • Succession planning
  • Estate tax planning

    Bio for Shawn Cowls
    Shawn Cowls has spent the past two decades in the insurance and financial services industry. He has worked for a number of insurance companies as an actuary and a consultant and currently is in his own practice helping individuals and small business implement financial solutions to their insurance and investing needs. He is a member of the Planning Center for Professionals, and is a registered representative of the brokerage firm Hornor, Townsend, and Kent (Member NASD/SIPC). He holds a BA in Mathematics from Princeton University.

    Bio for Antony Hom
    Antony Hom is a Certified Public Accountant and Chartered Financial Analyst, providing tax accounting and financial management and consulting services to small businesses and self-employed individuals. He has provided "CFO/ Controller" services to select clients, helping them with establishing their internal controls and financial reporting systems, budgeting, forecasting and planning needs. Prior to establishing WYH Advisors, he served as a financial and business controller at Citigroup (corporate financial control including regulatory filings and expense management and control in the credit card business) and Merrill Lynch (corporate level planning and a developed model for forecasting and analyzing net interest revenue) and was an auditor and tax accountant with one of the major public accounting firms. He holds a Masters in Business Administration from the Stern School at New York University and Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania.

    Bio for Lisa Padilla
    Lisa Ayn Padilla's practice focuses on financial and estate planning for all types of families. In practice for 21 years, Lisa's current practice includes using sophisticated estate, financial and tax techniques designed to facilitate the transfer of wealth to same-sex partners, spouses and younger generations in a tax-efficient manner, including using a variety of trusts, business succession plans, family limited partnerships, charitable giving plans and domestic partnership agreements. The trust and estate administration portion of her practice includes post-mortem tax planning and providing counsel to beneficiaries and fiduciaries in order to preserve inherited wealth. Lisa also performs second parent adoptions.
    Credentials include a J.D. from Suffolk University Law School and an L.L.M. in Taxation from Boston University. Lisa is admitted to practice law in the state and federal courts of New York and Massachusetts, the First and Second U.S. Circuit Courts of Appeals, the United States Tax Court and the United States Supreme Court. Additionally, she is a New York State Certified Court Mediator, and certified Guardian and Court Evaluator.

    DISCLAIMER: Please note that financial decisions should be made in consultation with the attendee's financial, legal, and tax advisors, who will be able to factor in the attendee's personal situation. The views and opinions expressed at this event are solely of the presenters, and are not endorsed by FFR/Princeton BTGALA.

    People is a beautiful bar that brings the SoHo feel to the lower East Side.

    Directions
    It's easy to get to People! It's just a block and a half below the intersection of First Avenue and Houston, near the 2nd Avenue, Essex, Delancey, and Grand Street stops.
    Subway From uptown or midtown, take the F train to the 2nd Avenue stop. Exit out the right hand stairs on the First Avenue end of the station. South of Houston, First Avenue becomes Allen Street. People is just a short block and a half south of Houston on the west side of Allen, between Stanton and Rivington.
    From down town, take the J/Z up town. Get off at Essex. Walk west three short blocks to Allen, then north a block and a half.
    Bus From uptown or midtown, take the M15 bus south on 2nd Avenue. The bus will turn on Houston and continue south on Allen Street. Get off at Houston and Allen and walk south a short block and a half. From subway stations on the west side, take the M21 bus east on Houston. Get off at 1st Avenue/Allen Street and walk south a short block and a half.

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    This document was last modified on Dec 16, 2009.