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The Financial Implications of Law Firm Partnership

Friday, June 22, 2018 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Description:

Making partner brings with it a host of new financial challenges and opportunities.  Join us for a lively discussion on how to manage these new challenges and be prepared. Topics will include funding equity contributions, managing tax payments and navigating mortgages, estate planning and insurance needs, student loan considerations, and more.

Jonathan J. Oliver is an Executive Director/Wealth Advisor at J.P. Morgan Private Bank. Jonathan works with clients and their advisors to develop and implement appropriate estate, retirement, and income tax planning strategies. Jonathan also consults with clients on philanthropy, education funding, generation-skipping transfers, business succession, asset allocation, executive compensation, asset protection, and other relevant topics.

Chad DaGraca is a Partner in DiCicco, Gulman & Company's Commerical Business group and has over 18 years of experience servicing clients in the professional services, manufacturing, distribution and technology industries. Chad focuses on helping owners of closely-held businesses with their financial and tax advisory needs.

The program will began at 12:30pm. Lunch will be provided.

Sponsoring Section/Committee(s):

Speakers:

 

Contact:

Rachel Andreas
randreas@bostonbar.org

 

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