BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Dr. Alvin - The Most Trusted Name in Wisdom - ECPv4.9.0.3//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Dr. Alvin - The Most Trusted Name in Wisdom X-ORIGINAL-URL:http://www.dralvin.net X-WR-CALDESC:Events for Dr. Alvin - The Most Trusted Name in Wisdom BEGIN:VEVENT DTSTART;TZID=UTC-4.5:20170907T071500 DTEND;TZID=UTC-4.5:20170907T090000 DTSTAMP:20260505T144928 CREATED:20170906T140336Z LAST-MODIFIED:20170906T140653Z UID:4869-1504768500-1504774800@www.dralvin.net SUMMARY:TNCFB Breakfast Series DESCRIPTION:All in the Family & More: Sharing Value in Your Company with Key Employees \nPresented by Sean Sullivan\, Partner\, Waller and James Bristol\, Partner\, Waller \nMake plans now to join the Tennessee Center for Family Business for this complimentary panel discussion. \nIn today’s challenging marketplace\, family-owned businesses must often compete with larger companies and publicly traded corporations to attract and retain key members of their management teams. Increasingly\, family business owners are considering the use of equity in lieu of high salaries to reward critical employees and ensure their continuing loyalty. \nAt this informative program\, experienced business professionals will discuss ways to \nincent and award key employees who may or may not be family members. Attendees will learn how tools like equity compensation\, employee stock ownership plans\, stock appreciation rights\, buy-sell agreements\, transaction bonus plans and others can be used to respond to planned and unplanned occurrences that affect succession and ownership in family businesses of all sizes and various ownership types. \nWhat You Will Learn: \n Key questions for the business owner \n Incentive choices for key employees \n The process: What should you expect? \n Communicating your objectives with awards \nSpeaker Bios: \nJames Bristol\nPartner\nWaller \nFrom startup ventures to publicly traded companies\, James Bristol advises clients on all types of compensation and benefits. Well-versed in federal and state tax rules\, ERISA\, SEC disclosures\, and the myriad regulations that surround benefits and compensation packages\, James embraces the challenge of finding solutions that meet the client’s goals. Clients who rely on the firm for a variety of corporate and litigation matters appreciate that James adds another layer of service. His experience includes: \n Traditional benefit plans and equity compensation\n Compensation packages for incoming executives and directors\n Deferred compensation agreements\, including 409A\, SERPs\, rabbi trusts and funding\n Transitioning compensation programs following mergers or acquisitions\n Severance packages for departing executives and directors\n Advises business owners and trustees in ESOP transactions \nA creative\, convergent thinker\, James recognizes that executive benefits issues are complex\, not only because of regulatory requirements\, but also because of the public relations aspect related to shareholder scrutiny. Clients can appreciate that James collaborates with their internal advisors to craft well-rounded solutions. \nBest Lawyers recognizes James in the following categories: Employee Benefits (ERISA) Law\, Employment Law – Management\, Litigation – ERISA\, Tax Law. Furthermore\, James has been named Nashville’s 2017 “Lawyer of the Year” by Best Lawyers in America in Employee Benefits (ERISA) Law. He has also served on several occasions as an expert witness on ERISA matters. James’ expert witness CV is available here. \nSean Sullivan\nPartner\, Practice Group Leader\, Tax\nWaller \nCompanies requiring assistance with their benefits and compensation programs turn to Sean Sullivan for practical\, real-world advice. Sean brings a bright personality to his practice\, in which he focuses on: \n Equity-based compensation plans\, such as stock options\, restricted stock\, and phantom stock plans\n Welfare and fringe benefit plans\n ERISA disputes and negotiations\n Tax-qualified retirement plans\, including profit sharing\, 401(k)\, cash balance\, and traditional pension plans\n Specialized employee benefit arrangements\, such as employee stock ownership plans (ESOPs) and voluntary employees’ beneficiary associations (VEBAs) \nFrom small doctors’ groups to multi-national\, publicly traded businesses\, a diverse group of companies utilize Sean’s services. In all cases\, Sean is drawn to the personal\, non-abstract nature of his work. He does not “give advice from an ivory tower\,” and appreciates that real people are affected by the decisions he is helping clients make. Sean embraces the challenge of delivering timely\, practical\, direct counsel in a field that is not always an exact science. \nTennessee Center for Family Business \nOrganizer of TNCFB Breakfast Series: Sharing Value in Your Company with Key Employees \nThe Tennessee Center for Family Business is a diverse community of family business owners and their families working together to grow their businesses through relationships\, education and successful generational transition. \nVALUES AND CULTURE: \n Provide a community of family business peers who understand business\, family and personal issues and seek to find solutions together\n Help family business owners grow and prosper by addressing problems unique to family business\n Facilitate relevant\, educational seminars on topics of primary interest to family business including communications\, family relationships\, succession and estate planning\, values\, as well as conflict resolution\n Prepare the next generation to assume leadership roles in their family business\n Teach owners to become servant leaders to their family and business \n\n\n Related\n URL:http://www.dralvin.net/event/tncfb3/ LOCATION:Waller\, Lansden\, Dortch and Davis Law Firm\, 511 Union Street\, Suite 2700\, Nashville\, TN\, United States CATEGORIES:Breakfast ATTACH;FMTTYPE=image/jpeg:http://www.dralvin.net/wp-content/uploads/2017/09/tncfb-breakfast-sept-2017.jpg END:VEVENT END:VCALENDAR