Join us at our Member Meeting
The Pacific Club
4110 MacArthur Boulevard, Newport Beach, California 92660 • www.pacificclub.org
OCTOBER 23, 2019
11:30am to 12:00pm - Business Networking and Lunch
12:00pm to 2:00pm - Two Hour Panel Presentation
2 hour MCLE • 2 hour CPE • 2 hour CFP • 2 hour Insurance CE (pending)
Tips from the Collaborative Advisory Team for Your
Client’s Successful Business Succession Planning
Founder and Partner, Fenelli Law Firm
Mission Viejo, CA
Rick is the founder of the Firm and focuses his practice in the field of Estate Planning, Estate Administration, and entity formation. He has practiced in Orange County for the past 40 years and has lectured extensively throughout Southern California as the keynote speaker to large corporations, State and County Conventions, life and underwriters’ conventions as well as to the general public. . He is the author of his book, The Financial Problem Solver, which details practical solutions to financial and estate planning concerns.
Partner, Raimondo Pettit Group
Erin Fukuto, Certified Public Accountant, heads Raimondo Pettit Group’s estate, gift, and trust services with offices in Irvine and Torrance. She specializes in income tax and estate planning with an emphasis on minimizing taxes, increasing corporate profits and individual net worth, and helping not-for-profit organizations maintain their tax exempt status. Erin has over twenty years of experience in public accounting providing tax compliance services and consulting for high net worth individuals, closely held businesses and not-for-profit organizations. Erin graduated from USC with a B.S. in Accounting and completed her Masters’ Degree at Golden Gate University.
Managing Director, Stout
Carsten Hoffmann is a Managing Director at Stout and heads up the trust and estate valuation group. Carsten has more than two decades of valuation expertise and during that time has developed a particular expertise dealing with all issues involving valuation discounts. He has testified in U.S. Tax Court as a valuation expert, has been retained by the IRS and the tax payer, has authored various articles on a wide range of valuation topics, and regularly presents on valuation issues nationally. Prior to joining Stout, he was a Managing Director at FMV Opinions where he oversaw the operations of the Irvine, California office.
Managing Director, Cody Peak Advisors, LLC
El Segundo, CA
Bob has over 25 years of broad and deep experience in mergers & acquisitions, leveraged/management buyouts, debt & equity capital markets and principal investing, spanning from large public companies to lower middle market private companies. Prior to Cody Peak, Bob was a Senior Managing Director at Eureka Capital Partners, LLC where he served as Co-Head of Eureka’s Consumer Group, focusing on advising clients nationwide. Prior to joining Eureka, Bob worked both in the US and abroad, as a senior investment banker for Bear Stearns and CS First Boston, after developing his growth and leveraged financing skills at Drexel Burnham Lambert and Kidder Peabody as a junior banker.
Members $35 and Non-members $65
if registered online by October 9, 2019 (add $10 if afterwards)