Welcome to Succession Advantage 2016 Sponsored by Yamaha.

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Do you think that Summer NAMM education begins on
Wednesday June 22nd at Retail Boot camp?  Think again.

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Succession Advantage 2016, sponsored by Yamaha
takes place on Tuesday morning June 21 at the Renaissance Hotel.

Here’s the line up:

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Alan Friedman CPA, Partner at Friedman, Kannenberg & Company, has over 30 years of accounting, tax and consulting experience in the music industry and will be the moderator of the panel discussion. Alan is a featured writer for Music Inc. Magazine, DrumHead Magazine and International Musician Magazine. He is faculty member of NAMM University, a session leader of NAMM’s Retail Boot Camp, and the Program Instructor of Yamaha’s Financial Advantage program sponsored by their Customer Financial Services division.

 

 

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Jaimie Blackman, MS.Ed., CWS,  President of BH Wealth Management and financial planner, teaches a simple three part process to help music retailers  implement a successful succession plan. For the last 15 years, Jaimie has been a licensed financial advisor. Long before he entered the financial advisory profession, Jamie was a music technology innovator and educator. He has spoken at NAMM Idea center and beginning August 2016, Jaimie will be offering his succession planning insights as a guest columnist for Music Inc. Magazine.

 

Tom-Coscia portraitTom Coscia, Esq. is a Partner at the law firm of Andros, Floyd & Miller, P.C. With nearly 20 years of tax law research and planning experience, Tom is well qualified to respond to any technical succession planning questions the audience may have. Tom and his firm have represented a diverse group of business clients including music retail stores. In his role as tax attorney and business advisor, Tom has served as lead counsel on numerous transactions for small, closely-held company to complex transactions for clients across the U.S. Tom has enjoyed working with business owners as they contemplate succession and address estate tax planning, business finance and operational issues.

 

 

Please note: Registration is open to Yamaha invited guests only.

Please note: Alan Friedman, Tom Coscia and Yamaha is not affiliated with BH Wealth Management and First Allied Securities, Inc.

Written by Jaimie Blackman

Jaimie Blackman

Jaimie Blackman has created Sound Financial Decisions ™ powered by MoneyCapsules®, to help guide business owners through the complexities of succession planning.

Jaimie writes “Smart Succession”, a monthly column in Music Inc., and also writes a bimonthly column for Canadian Music Trades magazine. He has spoken at NAMM U Idea Center, and at Yamah’s Succession Advantage.

As a financial literacy educator he has taught at New York University and has lectured at the 92nd Street Y, Marymount Manhattan College, and CUNY.

As President of BH Wealth Management, Jaimie also helps his clients implement investment and insurance solutions which are aligned to their personal values. Visit bhwealth.com to learn more.

To subscribe to Jaimie’s Succession Success: Insights for Music Retailers, visit moneycapsules.com.

The purpose of this post is to educate. Our content should not be construed as advice. If legal, tax or other advice is required by the readers, professional advice should be sought.

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