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Event calendar

Income Tax Planning with Andersen Tax

High level education and conversation around federal and state income tax.

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Link

14 August, 202411:00 AM - 11:45 AM Pacific
  • Daniel Johnson, Managing Director - Andersen Tax

Income Tax Planning with Andersen Tax Invite

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Planning for Partners in VC, PE & Angel Investors

A deep dive into planning for VC & PE partners and angel investors, focusing on tax mitigation, trust solutions, and best practices

Location

Date & time

Speakers

Supporting links

RSVP for Zoom Link

18 September, 202411:00 AM - 11:45 AM Pacific
  • Ann Bjerke, Head Advanced Planning Advanced Planning Group -UBS

Planning for Partners in VC, PE & Angel Investors Call Invite

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Exit Right 2.0 - Optimizing the Sale

Review and conversation with the book’s co-author who’s also a serial entrepreneur and venture partner.

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Link

19 July , 202311:15 AM - 11:55 AM Pacific
  • Mark Achler, Co-Author of Exit Right: How to Sell Your Startup, Maximize Your Return & Build Your Legacy

Exit Right 2.0 - Optimizing the Sale Invite

Planning for Partners in VC, PE & Angel Investors

A deep dive into planning for VC & PE partners and angel investors, focusing on tax mitigation, trust solutions, and best practices.

 

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Link

19 September , 202311:00 AM - 11:45 AM Pacific
  • Ann Bjerke, Head Advanced Planning Advanced Planning Group -UBS

Planning for Partners in VC, PE and Angel Investors Invite

Founders House in Las Vegas

Bringing together local founders and those attending the HLTH 2023 conference over drinks for an evening of social networking  

Location

Date & time

Speakers

Supporting links

Register for event details

08 October , 20237:00 PM - 9:30 PM Pacific
  • Michael Costanza - UBS Investment Bank Americas Healthcare

Founders House In Las Vegas UBS 10.8.23 Invite

Year End Planning for Entrepreneurs

Things to think about before year end, planing opportunities and changes to be aware of for next year.

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Link

18 October , 202311:15 AM - 11:55 AM Pacific
  • Lora Cicconi, Senior Income Tax Strategist -UBS

Year End Planning for Entrepreneurs Invite

Private Markets ​ Q&A with Blackstone​

Join us to hear Blackstone’s latest thinking on all things private markets. 

Location

Date & time

Speakers

Supporting links

RSVP For Zoom Link and Calendar Invite

08 November , 20239:00 AM - 9:45 AM Pacific
  • Bill Tugurian ​ Managing Director, Private Wealth Solutions Group -Blackstone
  • Akim Arhipov ​ Fund manager - Fund Fellow Founders (FFF.VC)

2023 Art Basel - Collectors Lounge Experience

Art Basel Miami Beach brings the international art world together with over 280 leading galleries and more than 4,000 artists. The U.S. show features renowned galleries from five continents showing significant works by masters of modern and contemporary art, as well as the new generation of emerging talent. UBS has been the Lead Partner of Art Basel Miami Beach since its inception in 2002.

Location

Date & time

Speakers

Supporting links

Register to request invite

07 December , 20235:00 PM - 7:00 PM Eastern
  • Register to request details

Conversation with the Partners

Join the founders of our team as they walk us through their business and the unique resources we bring to our clientele

Location

Date & time

Speakers

Supporting links

RSVP For Zoom Link and Calendar Invite

14 December , 202311:00 AM - 11:45 AM Pacific
  • Warren Coughlin Senior Vice President
  • Chuck Korasick, Managing Director

December Conversation with the Partners Conference Call Invite '23

Explore the Real Estate Market

Gain insight on the current state of the U.S. real estate market and where it could be headed

Location

Date & time

Speakers

Supporting links

RSVP For Zoom Link and Calendar Invite

17 January , 202411:00 AM - 11:45 AM Pacific
  • Jonathan Woloshin, CIO Equity Strategist, US Real Estate & Lodging at UBS

Explore the Real Estate Market Invite

Trust Structuring for Founders

Strategies on how to best navigate your liquidity event through volatile markets.

Hosted by: Presidio Partners

Warren Coughlin, CFP® Senior Vice President

Speaker: Casey Verst, Senior Wealth Strategist, Advanced Planning Group at UBS

Wednesday, February 21st from 11am-11:45am PT

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Link

21 February , 202411:00 AM - 11:45 AM Pacific
  • Casey Verst, Senior Wealth Strategist, Advanced Planning Group at UBS

Trust Structuring for Founders Invite

Deep Dive Into QSBS

(Qualified Small Business Stock)

Join us for a conversation around the intricacies and opportunities of QSBS /Section 1202 for tech founders. 

 

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Link

20 March , 202411:00 AM - 11:45 AM Pacific
  • Christopher A. Karachale, Partner, Hanson Bridgett LLP

Deep Dive Into QSBS Invite

Advanced Planning for Startup Founders

A deep dive into planning for startup founders, focusing on tax mitigation and trust solutions

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Info

10 April , 202411:00 AM - 11:40 AM Pacific
  • Rebecca Sterling, Senior Wealth Strategist - Advanced Planning Group -UBS

Advanced Planning for Startup Founders Invite

Private Market & Tech Sector

Overview of private market Venture Capital and Private Equity activity with focus on the tech sector

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Info

08 May , 202411:00 AM - 11:40 AM Pacific
  • Douglas Monaster, Product Specialist OneBank Coverage - UBS
  • Vikram Kaushik, Global Banking - Americas TMT (Technology)

Private Market & Tech Sector Invite

Private Stock Lending

We will review paths to creating liquidity without selling private stock.

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Link

12 June , 202411:00 AM - 11:45 AM Pacific
  • Steve Studnicky, Global Banking – UBS

Private Stock Lending Call Invite

Money Doesn’t Grow on Trees

Join us and the books author to explore how to approach financial discussion with children and raising financially responsible young adults

Location

Date & time

Speakers

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17 July , 202411:00 AM - 11:45 AM Pacific
  • Neale Godfrey, Author of Money Doesn’t Grow on trees

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