On April 21 the Jewish Community Foundation hosted a lunch and learn seminar called “Rock, Scissors and Paper” at the SunTrust building in Fort Lauderdale.
Gunster attorney James Davis delivered a presentation on the subject of “basic elements of business succession planning.” He spoke to a full room on both the legal and non-legal aspects of business succession as well as the planning process, timing and exit strategies.
The Jewish Community Foundation is a nonprofit located in West Palm Beach, made up of multiple departments and community leaders who are dedicated to advancing Jewish professionals and their families. They host multiple presentations and initiatives throughout the year.
James Davis is a shareholder at Gunster and leads the firm’s tax practice. He focuses on estate, wealth and sophisticated tax and asset protection planning. He also provides counsel as to the tax consequences of an array of business transactions including business succession. He is also a frequent lecturer, expert witness and author. In addition, Davis serves as an adjunct professor at the University of Miami School of Law in the Heckerling Graduate Program in Estate Planning (LLM).