March 17, 2026 Luncheon at the San Antonio Country Club
Vanessa Brown Claiborne, President and CEO of Chaffe & Associates, Inc., and Nene Gianfala, Senior Vice President in the firm’s Valuation Advisory practice, are experienced valuation professionals advising business owners, boards, attorneys, and fiduciaries on complex valuation matters.
Both are CPAs and hold the ASA (Accredited Senior Appraiser) and ABV (Accredited in Business Valuation)designation. Together, they specialize in business and intangible asset valuations for transactions, financial reporting, shareholder matters, and succession planning. Both are frequent speakers on valuation and strategic planning topics, bringing practical insight and independent analysis to their engagements.
"Estate and Succession Planning with a Privately Owned Company"
This program examines estate and succession planning considerations for privately held business owners in today’s evolving economic and tax environment. The presentation reviews current macroeconomic trends, recent federal tax legislation (including the One Big Beautiful Bill Act), transfer tax implications, and practical wealth transfer strategies such as GRATs, IDGTs, charitable planning, and gifting techniques. Attendees will gain an understanding of how business valuation principles intersect with estate planning, how discounts for lack of control and marketability affect transfer strategies, and how exit planning decisions influence tax outcomes. A case study illustrates how coordinated planning prior to a sale can significantly reduce estate tax exposure while aligning family, charitable, and liquidity objectives.
- Prerequisites: None
- Experience Level: Intermediate
- Advanced Preparation: None
- Teaching Method: Lecture
CE Submission:
- CLE - 1 Hour Approved
- CFP - 1 Hour Approved
- CPE - 1 Hour Approved
- CTFA - 1.25 Hours Approved
Event Information: Registration will open at 11:30am - Program will begin at 12:00pm.
