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ACEC/MA Accounting and Finance Forum

Description Session 2: Ownership Transition Planning
Status Open
Number of Days 1
Start Time 8:30 AM
Begin Date 03/20/2012
End Date 03/20/2012
Early Reg: 03/20/2012

Location information

Location name: The Engineering Center
Location phone: 617-227-5551
City: Boston
State: MA
Meeting Room:

Event Profile

ACEC/MA A&F Forum  
  ACEC/ MA - A&F Forum - Ownership Transition
Session 2:  Ownership Transition Planning  
When:  8:30  AM – 10:00 AM, Tuesday, March 20, 2012
at  The Engineering Center
Cost:  Free to ACEC/MA members  
David Cohen from Matheson Advisors will present on how to effectively design and
implement an ownership transition plan, including funding and tax considerations.
This meeting is open to ACEC/MA members only; if your firm is an ACEC/MA member, you are a member.
RSVP by  March 18 to: ACEC/MA A&F Forum Co-Chairs:  Jackie Weir, or Chad DaGraca, 
ACEC/MA A&F Forum Co-Chairs:
Jacqueline M. Weir, CPA, Feeley & Driscoll, P.C. and Chad J. DaGraca, CPA, DiCicco, Gulman & Company LLP
This committee meeting is limited to representatives of ACEC/MA member firms.Your firm must be a member of ACEC/MA for you to participate in this committee.
For information about membership in ACEC/MA, contact Abbie Goodman at or by  phone at 617-227-5551.