Pre-Planning for Liquidity Events: Protecting Wealth, Minimizing Taxes
Presented By: Huntington / SD Capital
The most successful liquidity events don’t begin at the closing table—they begin well before a deal is on the horizon. This session unpacks the strategies that business owners use to prepare for a major exit, with a sharp focus on mitigating taxes, protecting assets, and aligning financial outcomes with long-term goals. Hear from founders and wealth advisors who’ve navigated the process and learn how proactive planning can preserve more of what you’ve built.
Panelists:
Senior Vice President, Director of Wealth Strategy
Huntington Bank
Dan is the senior vice president and director of wealth strategy for Huntington Private Bank. In this role, he leads a team of advisors dedicated to advising ultra-high net worth clients, develops the intellectual capital of the Private Bank and educates clients and colleagues on planning techniques. Dan began his legal career in private practice where his client work focused on estate and tax planning, complex trust administration, business succession planning and charitable giving. As an attorney licensed in both Ohio and Florida, Dan has worked to develop legal innovations in the area of asset protection. He was instrumental in the creation of Ohio’s Domestic Asset Protection Trust statute and continues to be active in the State Bar Association where he currently serves as President. Dan was also recently elected as a Fellow of the American College of Estate and Trust Counsel (ACTEC). Dan frequently speaks and writes on planning topics for a variety of professional and consumer audiences and has shared those insights in a number of media outlets, including Bloomberg TV and radio, the Wall Street Journal, Yahoo!Finance, CNBC, Fox Business, Barrons, Business Insider and the Celebrity Estates Podcast.
Shareholder, Tax Advisory Services
Schneider Downs
Carl has more than 11 years of professional tax experience in public accounting. He has served privately-held and family-owned corporations, partnerships, LLC’s and high net worth individual clients, advising on various issues involving federal, international, state and local tax matters. Carl is primarily involved in strategic tax planning, research and compliance issues for corporate and pass-through type entities.
Carl has extensive experience working with companies operating in industry sectors ranging from real estate, construction, transportation/logistics, automotive, retail and professional services. He also has experience with the review and analysis of cost segregation studies, transfers/sales of partnership interests, and U.S. and foreign-based companies that have tax exposure from foreign-owned investments.
Co-CEO
Mixt Solutions
Entrepreneur, among other things... Alexander is a Founding Partner at Mixt Solutions, and online sales company specializing in Amazon based consulting. Since inception in 2014, Mixt had been named a Fastest Growing Company in Central Ohio 7 times and an Inc. 5,000 Fastest Growing Company in America 7 times. Mixt has done over $200,000,000 in lifetime sales through the Amazon platform.