Small Business Succession Planning: Helping the Family, Building the Plan
Agenda

8:00-8:30 am

Registration

8:25-8:30 am

Welcome

Regina F. Burch, MSA, JD, Associate Professor of Law, Capital University Law School

8:30-10:00 am

Business Succession Planning Case Study Discussion

Timothy B. Michaels , Partner, Deloitte Tax LLP, Moderator

Richard E. Connolly, JD, Principal, Ward & Connolly

Bruce D. Hendryx, JD, MBA, Senior Vice President Director of Business Succession Planning and Closely Held Business, National City Bank, Private Client Group

James A. Rutledge, JD, Partner, Bricker & Eckler LLP

10:15-11:15 am

The Changing of the Guard

Roger J. Warrum, Founder and President, National Center for Family Business, Inc.

11:15 am-12:15 pm

The Use of GRATS in Succession Planning

James M. Delaney, JD, LLM in Taxation, Associate Professor of Law, University of Wyoming College of Law

12:15-1:30 pm

Lunch provided

Luncheon Address:

Dr. John A. Barnard, MD, President, The Research Institute at Nationwide Children’s Hospital and Vice-Chair for Research in the Department of Pediatrics, Professor of Pediatrics, The Ohio State University College of Medicine

1:30-2:30 pm

How to Keep Your Business from Going Six Feet Under

Michael Schoedinger, CFSP, CPC, President, Schoedinger Funeral and Cremation Service

2:30-3:30 pm

Using Deferred Compensation to Retain Key Employees; Section 409A Compliance

Michael Hussey, JD, LLM in Taxation, Associate Professor of Law, Widener University School of Law- Harrisburg

Richard W. Holz , JD, Partner, Schottenstein Zox & Dunn Co., LPA

3:45-4:15 pm

Estate and Gift Tax Issues in Business Succession Planning from the IRS Perspective

Sheryl Stonecipher Price , JD, Internal Revenue Service, Attorney (Estate Tax)

4:15-5:15 pm

Structuring the Business for a Successful Transition

Timothy B. Michaels, Partner, Deloitte Tax LLP, Moderator

Richard E. Connolly, JD, Principal, Ward & Connolly

Bruce D. Hendryx, JD, MBA, Senior Vice President Director of Business Succession Planning and Closely Held Business, National City Bank, Private Client Group

James A. Rutledge, JD, Partner, Bricker & Eckler LLP

5:15-6:15 pm

Networking Reception