Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

       

Join us on Tuesday, May 8, 2018

8 am to 10:30 am - Commonwealth Financial Group, 101 Federal Street, Suite 800, Boston


Entity Selection: What is Best?

Traditional C, an S Corporation or LLC taxed as a Partnership 

(updated for the 2017 Tax Act)


Boston Welcomes...James S. Aussem, National president of the Society of Financial Service Professionals (FSP) and a shareholder in the Cleveland law firm of Cavitch Familo & Durkin, Co., LPA

This presentation will cover...

  • The review of the entities most commonly encountered by advisors working with business owners.
  • Common characteristics of all three entities
  • Tax Act Considerations and Tax Planning
  • Fringe benefits comparison
  • Succession planning, Investment and personal planning


James S. Aussem, is National president of the Society of Financial Service Professionals (FSP) and a shareholder in the Cleveland law firm of Cavitch Familo & Durkin, Co., LPA, as well as a member of its board of directors and Chair of the Business Practice Group. Mr. Aussem’s practice is focused on succession planning, mergers and acquisitions as well as estates and trusts.

Mr. Aussem is a frequent speaker, facilitator, and instructor for many professional organizations on topics such as business succession, buying and selling businesses, estate planning, insurance, trusts and estates. He has spoken at the Society of FSP’s Arizona Institute, Advanced Planning Clinic, the Cleveland Estate Planning Institute, the AICPA Advanced Planning Institute, the Cleveland Tax Institute, the Ohio Accounting Show, the Ohio Society of CPA’s Annual Tax Seminar, the Ohio State Bar Association, the Federal Bar Association, Cleveland Marshall College of Law, the Northern Ohio Planned Giving Day, MetLife Advanced Planning Symposiums, Ameritas Forum among other organizations.

Mr. Aussem was elected to the Executive Committee of FSP effective September 1, 2015 after serving as a national director since 2012. He became the 90th president of FSP effective September 1, 2017. He has been active in the Cleveland Chapter, serving as President 2010-2011. He serves on the Planned Giving Committees of the Cleveland Museum of Art, University Hospitals and Baldwin-Wallace University. He is a member of the Cleveland-Marshall College of Law, Dean’s National Advisory Council and also a member of the American, Ohio, and Cleveland Metropolitan bar associations as well as the Estate Planning Council of Cleveland. He has been chosen as one of America's Best Lawyers every year since 2009 and for the past 7 years he has been chosen in two categories, Corporate Law and Trusts and Estates.

Mr. Aussem has been designated an Accredited Estate Planner (AEP®) by the National Association of Estate Planners & Councils. Baldwin Wallace University in 2004 presented him with its Distinguished Alumni Award and The Cleveland Chapter of the Society of Financial Service Professionals named him its Financial Service Professional of the Year in 2013.

He earned his Juris Doctor degree from Cleveland-Marshall College of Law. Mr. Aussem began his legal career as a tax attorney with Ernst & Ernst (now Ernst & Young). He worked his way through undergraduate school employed in the securities industry, as well as in the trust department of the former National City Bank. He graduated from Baldwin-Wallace University with a Bachelor of Arts degree.

Mr. Aussem is AV® Preeminent Rated - Martindale-Hubbell




Our Morning At A Glance:

8:00 am 

Breakfast (Buffet) followed by

Annual Meeting & Installation of Officers

8:25 am

A Quick Break for More Coffee

and a message from our sponsor

8:30 am 

President's Welcome

8:35 am

"Entity Selection: What is Best?"

James S. Aussem, is National president of the Society of Financial Service Professionals (FSP) and a shareholder in the Cleveland law firm of Cavitch Familo & Durkin, Co., LPA

10:00 am 

Q & A - Closing Remarks

10:30 am

Adjourn




Boston Chapter of the Society of Financial Service Professionals

2637 E. Bellerive Drive, Chandler, AZ 85249

Phone: 844-FSP-6600  Email: Hello@FSPBoston.org

Boston FSP is a 501(c)6 non-profit organization.

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