The first keynote was Mark Green, an internationally recognized family business consultant, speaker, author, educator and researcher, and the Co-Founder of the Pacific Family Business Institute. Mark noted that, for really the first time in history, there’s the potential to
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4th Annual Family and Closely Held Business Summit
This year’s FCHB Summit will once again provide an intimate setting in which attendees can learn key practical strategies from knowledgeable advisors combined with invaluable peer insights to help ensure a thriving, sustainable business for generations to come. The full-day Summit…
3rd Annual Family and Closely Held Business Summit
After a delicious lunch, the 2017 Summit will kick off with a keynote by George Mateyo, chief investment officer at Key Private Bank, titled “What to Expect When You’re Investing.” Mateyo will probe into the risks and rewards of…
New Regulations for the Partnership Tax Audit Rules Set to Finalize on September 18, 2017
New Regulations for the Partnership Tax Audit Rules Set to Finalize on September 18, 2017
As previously outlined in a blog post on Larry’s Tax Law, the new partnership tax audit rules, which will apply to tax returns of partnerships…
Family Business Symposium Shares Lessons from Area Leaders
Family businesses account for 64 percent of the United States’ annual GDP and account for billions of dollars of revenue in the Puget Sound region. They are often major drivers of regional economic activity, charity, community building and politics.
As…
2nd Annual Family and Closely Held Business Summit
Constructive, dynamic and practical, the Summit will kick off with one of the most knowledgeable and connected Washington, D.C. power brokers, Michael Boland from Dome Advisors LLC, who will speak on what the various election outcomes mean for the business…
Closely Held Family Entities in Grave Danger: Minority Interest and Lack of Marketability Discounts About to Disappear?
Closely Held Family Entities in Grave Danger: Minority Interest and Lack of Marketability Discounts About to Disappear?
While it will take some time to fully digest and analyze the proposed regulations, the crux of the matter is that the Treasury…
Rochelle Haller Talks With Puget Sound Business Journal on Successful Succession Planning
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About UsGarvey Schubert Barer’s family-owned and closely held businesses practice group comprises strategic advisors and core practitioners who understand the intersection between law and the unique challenges of running a family business. With more than one hundred…
Jarmoc and Jarmoc: A Modern-day Bleak House?
Born in 1926, Edwin Jarmoc was a lifelong resident of Enfield, Connecticut where he grew up on his family farm working alongside his father, a Polish emigrant. After attending MIT, University of Connecticut and Trinity College – where he eventually…
Jarmoc and Jarmoc: A Modern-day Bleak House?
Born in 1926, Edwin Jarmoc was a lifelong resident of Enfield, Connecticut where he grew up on his family farm working alongside his father, a Polish emigrant. After attending MIT, University of Connecticut and Trinity College – where he eventually…