Preparing Yourself For The Liquidity Event.
Presented By: BNY Mellon Wealth Management / McCarthy, Lebit, Crystal & Liffman Co., L.P.A.
The list of common pitfalls executives encounter leading up to the partial or full sale of a company—and the cash windfall—can be extensive. Too often, owners are laser-focused on engineering the sale, which means planning for their own financial future can be delayed. Join us as we pull back the curtain with executives who have taken chips off the table, a senior wealth manager, and an estate attorney as they explore the “do’s” and “don’t”s of getting ready for the liquidity event.
Panelists:
Principal
McCarthy, Lebit, Crystal & Liffman Co., L.P.A.
Kimon P. Karas is a Principal at McCarthy Lebit. He is certified by the Ohio State Bar Association as a Specialist in Federal Taxation Law and is recognized as one of the leading authorities on tax law and wealth preservation. Kimon is a frequent lecturer on the topics of federal, state, and local taxation, as well as estate planning.
Senior Vice President, Principal Client Strategist
BNY Mellon
Linda is a senior vice president, client strategist for BNY Mellon Wealth Management. In this role, she works directly with clients to address their investment and wealth management needs.
Linda joined the firm in 2023 and has more than 35 years of experience in the financial services industry. Her previous experience includes serving as a Business Development Managing Director for Glenmede.
Linda received a bachelor’s degree from Indiana Wesleyan and is a CFP® (Certified Financial Planner), has acquired a CEPA® designation (Certified Exit Planning Advisor) and CDFA® (Certified Divorce Financial Analyst).
Specialties: Investment and Portfolio Management, Business Development, Endowments, Investment Strategy, Legacy Investing, Strategic Account Management, Wealth Advisory, Foundations, Charitable Giving, Women in Leadership Advocacy.