Lunch Meeting: Business Succession Planning

Date: Tuesday, February 28, 2023
Time: 11:30am - 1:00pm
Location: UT Club - 2108 Robert Dedman, Austin, TX
Speaker: Dan McCarthy, J.D.


Speaker: Daniel H. McCarthy, J.D., Partner, Wick Phillips

About Dan McCarthy:

Daniel McCarthy works with closely-held businesses and their owners to devise business structures to minimize income and estate tax, facilitate effective business succession plans, and protect assets. Dan focuses his practice on federal income and estate and gift taxation matters with a particular focus on pass through entities such as partnerships, limited liability companies, and Subchapter S corporations. Dan is certified by the Texas Board of Legal Specialization in both Tax Law and Estate Planning & Probate. Dan is also a Fellow in the American College of Trust and Estate Counsel.

For entrepreneurs who have built considerable wealth over the course of their lives, succession and estate planning can be complicated issues. Dan excels in analyzing multi-faceted business matters, distilling the surrounding legal complexities into understandable concepts so his clients can take action with clear options before them. He works with high net-worth individuals to determine how they can provide for their families in a thoughtful and equitable manner, determining how to defer and eliminate income tax, minimize estate taxes, and facilitate charitable gifts in a tax efficient manner.

Dan is highly experienced at managing matters with multiple stakeholders, particularly within a family setting, with a goal of managing existing relationships and minimizing the potential for family conflict in the future. He counsels clients to take considered measures, balancing financial considerations with a view to preserve their legacy and family harmony for future generations.

Dan also works with clients on the federal income tax aspects of acquisitions and dispositions of businesses, drafting partnership and limited liability company agreements, tax deferred real estate exchanges, and equity compensation arrangements.

Deadline to register is Friday, February 24 at noon. Guarantees to the venue necessitate this policy.

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