THE PRESIDENTS FORUM AGENDA
Date:Wednesday, January 14, 2015
Time:12:00 to 4:00 pm
Location:Inverness Golf Club
102 N. Roselle Rd., Inverness, IL
NEW OPPORTUNITIES IN ESTATE PLANNING,
TRANSITIONS AND SUCCESSION
Speaker: David P. Buckley, Jr.
KELLEHER & BUCKLEY, LLC
102 South Wynstone Park Dr., Suite 100
North Barrington, Illinois 60010
If you do your estate and succession planning right, it can potentially save you and your family millions of dollars in estate tax savings.
Estate and succession plans are working documents that often change over time. The laws affecting this planning also change over time. Do you know if your documents still accomplish your intentions?
An effective and straightforward communicator, Dave isboth an attorney and CPA who represents business owners in developing and executing estate and succession plans.
Points he will cover include:
●A recap of the current federal and Illinois Estate andInheritance Tax rules
●Recent changes and developments
●Advanced estate planning options (including IRA planning and sales of company interests to Irrevocable Trusts)
●Asset protection for business owners
●Changing residency: recent cases and the process
●Irrevocable Insurance Trust Audits
●Succession planning for an internal or external sale
●Can you afford to sell your business (the economics of the sale of the business)?
Key Elements to successful Negotiating
Speaker: Dana Overbey, Lead Contract Negotiator
(312)925-6393
Over lunch we will have an opportunity to here from Dana on how to become a better negotiator…something we all do daily. She possesses a unique combination of skills and temperament that have enabled her to negotiate at the highest levels.
Dana has 15 years’ experience as a lead contract negotiator for companies such as Microsoft, AT&T and US Cellular. She has extensive experience driving revenue by crafting creative solutions to complex problems. Dana has negotiated deals ranging from $3MM to over $150MM annually with Fortune 500 companies such as Caterpillar, Accenture, Samsung, Motorola, Kimberly Clark and Blue Cross Blue Shield Association.
Dana will be sharing some of her experiences and learnings negotiating with these companies.
Points covered will include:
- Key elements for successful negotiating
- How to define success in your negotiations
- Biggest hurdles to overcome
- What makes a good negotiator
- Know your contracts
- War stories: Best & worst negotiations
Come prepared to share your own thoughts,experiences and strategies for negotiating.
BUSINESS CONDITIONS
We will compare our fourth quarter results in 2014 with the same period last year.Let’s see how we compare with broader national economic indicators.
FUTURE MEETING DATES
February 11thMarch 11thApril 8th
Cape Canaveral TourInverness G.C.Inverness G.C.
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