Event Details

Event Details | Alumni Network | UCLA Anderson School of Management

Planning Ahead: Growth, Succession and Estate Strategies for Closely Held Businesses
Wednesday, November 9, 2016
5:30 PM - 7:30 PM
UCLA Anderson, A202 (map )
110 Westwood Plaza, Los Angeles, CA

Ticket TypeRegularRegistration
Alumni:$20.00BUY TICKET
Student:$15.00BUY TICKET
Others:$20.00BUY TICKET

Contact: UCLA Anderson Price Center for Entrepreneurship and Innovation (310) 825-6368

The Price Center presents a series of seminars, focused on leading effective and profitable family-owned (or otherwise closely held) businesses.

The special rate is made possible by the Steinbeck Family Business Endowment and our sponsors.


5:30 - 6:00pm Networking with food & wine
6:00 - 7:00pm Panel discussion
7:00 - 7:30pm Lecture

Topics Covered

Effective tax planning is required for family business estate and succession planning as it impacts the value of the company, the family's wealth and the amount of wealth to be passed to the next generation.

When should you be concerned about estate and succession planning? How do you align personal interests with business strategy? How does compensation evolve as leadership of the family business transitions from one generation to the next? How do you transfer your business to the next generation through estate planning? What strategies do you consider to save taxes?

Selected Speakers

Sabrina Ho Stimel // Partner, KPMG

She is a tax partner in KPMG's Alternative Investments practice in the San Francisco office, specializing in providing tax compliance and consulting services to high net worth individuals, family offices and closely-held businesses. She has 15 years of experience in advising clients specifically in the private equity, venture capital, hedge and real estate fund space.


Terry Richardson // Principal, Tax, KPMG

Terry is the partner in charge of the Compensation and Benefits (CAB) practice for the West region with more than 22 years of business experience providing compensation and benefits consulting assistance to Fortune 1000 companies and privately held companies in all the tax aspects of employee benefit plans and arrangements, specializing in executive compensation.


The Harold and Pauline Price Center for Entrepreneurship & Innovation, a recognized leader in entrepreneurial education and research, oversees teaching, research, extracurricular and professional development related to entrepreneurship at the UCLA Anderson School of Management, serving our students, alumni and the entrepreneurial business community.

Sponsored by