Experience Professionalism at Its Finest: Ward and Smith Sponsors 31st Annual Professional Seminar

Business group meeting

Take advantage of the 31st Annual Professional Seminar, sponsored by Ward and Smith!

This event, hosted by The Community Foundation of Western North Carolina, is all about keeping up with the latest developments in audits and case law related to family entities.

Stephanie Loomis-PriceEstate planning and probate attorney Stephanie Loomis-Price will deliver the keynote address on feasibility of partnerships, advising clients on proper entity formation and operation, and optimizing partnership maintenance to minimize IRS attacks.  She'll also dig into the similarities and differences among value adjustment clauses, price adjustment clauses, defined value clauses and their subtypes: traditional defined values clause, defined allocation clause, defined value disclaimer, fractional formula transfer clause, fixed value clauses, and fixed purchase price clauses.

The 31st Annual Professional Seminar starts at 8 a.m. on Tuesday, May 9, with registration and breakfast at the Doubletree by Hilton Asheville. The session begins at 9 a.m. Get your tickets here

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