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DTSTART:20250311T154500Z
DTEND:20250311T170000Z
LOCATION:720 E. Pete Rose Way, Suite 120, Cincinnati, OH 45202
UID:2735620250311T154500ZYour Seat at the Table: A Multidisciplinary View of Business Succession
DTSTAMP:20260430T055018Z
DESCRIPTION:\nSOLD OUT! \n \nThis event is currently sold out, if you would like to be added to a waitlist, please email us at [administration@cincinnatiestateplanningcouncil.com](mailto:administration@cincinnatiestateplanningcouncil.com?subject=March%2011th%20Waitlist%20Request).\n \n \n \nJoin us Tuesday, March 11th for an insightful panel discussion on Business Succession Planning, featuring a team of multidisciplinary experts. This engaging session will address the critical elements that make family business transitions successful, with a focus on legal, financial, and valuation perspectives. Attendees will leave this session with a more fluent understanding of how the other advisors around the table approach a family business transition.\n \n \n \nOur panel includes:\n Julie Tarvin, an experienced estate attorney with Taft Law Firm, who will offer guidance on legal structures and strategies to ensure a smooth transition of ownership. Jason Katz, CPA, CFP®, a seasoned financial planner with Bartlett Wealth Management, will provide valuable insights into the financial aspects of succession. Bryan Setz, CPA, CVA, CFE, an expert in business valuation, will explore how to determine business value and the role it plays in the succession planning process. \n \n \nModerating the discussion will be Carol Butler, President of the University of Cincinnati’s Goering Center for Family and Private Business, North America’s largest university based educational center serving more than 400 closely held businesses. In addition to Carol’s extensive experience in helping family-owned businesses navigate these complex issues. She also brings a unique perspective as a former Fortune 500 Executive with 30 years of experience successfully leading profitable, global businesses.\n \n \n \nWhether the families you serve are planning for retirement, managing a family business, or preparing the next generation of leadership, this panel will share thoughts and experiences that resonate.\n \n \n \nWe hope to see you there!\n \n \n \nBoard of Directors, Cincinnati Estate Planning Council\n     \nEvent Details     \nDate:\n \nTues., March 11, 2025\n \n \n \nTime:\n \n11:45 AM - Registration\n \n12:00 PM - Program\n \n1:00 PM - Adjourn\n \n \n \nCost:\n \nMembers - $15.00\n \nNon-Member - $35.00\n     \nLocation:\n \nGreater Cincinnati Foundation\n \n720 E. Pete Rose Way\n \nSuite 120\n \nCincinnati, OH 45202\n \n \n \nDeadline to Register:\n \nWEDNESDAY, MARCH 5TH\n \nNote: refunds will not be given for cancellations received after the registration deadline.\n     \nAPPROVED CEU Credits*\n \n \n \nCFP\n \nCPA\n \nKY Legal\n \nOH Insurance\n \nOH Legal\n \n \n   \n*Certificate of attendance available upon request if we do not file a credit you need.\n     \n\n \n2024-2025 Season Sponsor\n \nWe are proud to welcome the\n \nGreater Cincinnati Foundation back as our season sponsor!\n     [](https://www.gcfdn.org/)    \n \n  [](https://www.gcfdn.org/)     \n \n \nThank you to our Lunch Event Sponsor!\n    \n        \nAbout the Moderator\n       \nCarol Butler\n \nPresident\n \nUniversity of Cincinnati Goering Center\n \n \n \nCarol Butler is president of the UC Goering Center for Family and Private Business, North America’s largest university based educational center serving more than 400 closely held businesses. The Center’s mission is to nurture and educate family and private businesses to drive a vibrant economy. Carol is a former Fortune 500 Executive with 30 years of experience successfully leading profitable, global businesses within the manufacturing and distribution industries.\n \n \n   \nAbout the Panelists\n       \nJulie E. Tarvin\n \nPartner\n \nTaft Law\n \n \n \nJulie Tarvin is a partner with Taft Law and serves as chair of Taft’s Cincinnati Private Client practice. Drawing on more than 20 years of experience, Julie represents high-net worth clients in complex, long-term planning for their families, businesses, and charitable giving. Among many accolades, Julie is honored in Best Lawyers in America for Trust and Estates law and is a former CEPC president.\n       \nJason Katz, CPA, CFP®\n \nWealth Advisor, Principal\n \nBartlett Wealth Management\n \n \n \nJason Katz is a wealth advisor with Bartlett Wealth Management focusing on family office services, planning support for business owners and high net worth individuals, and estate planning techniques. Prior to joining Bartlett in 2017, Jason provided complex planning support clients in his prior roles as an advisor in a single family office and as a tax consultant at Deloitte.\n \n \n       \nBryan Setz, CPA, CVA, CFE\n \nFounder / Managing Director\n \nValue Edge Advisory\n \n \n \nBryan Setz is the founder and managing director of Value Edge Advisory. Bryan has over 15 years of experience in public accounting and has valued hundreds of businesses, ranging from small enterprises to billion-dollar companies. His practice focuses on valuation and consulting for succession planning transactions including Mergers & Acquisitions, Management Buy-outs, Gift & Estate Planning, and Shareholder Litigation.\n
SUMMARY:Your Seat at the Table: A Multidisciplinary View of Business Succession - Cincinnati Estate Planning Council 
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