At a recent Wake County Estate Planning Council meeting attended by over 60 estate planning and tax professionals, Smith Anderson lawyer Kim Swintosky provided a presentation on strategies to Avoid Tax Traps in Buy-Sell Arrangements.
The Wake County Estate Planning Council is an informal group of local estate planning and tax professionals that meet regularly to network and share information on issues of interest to the estate planning profession.
Ms. Swintosky represents diverse clients in the areas of corporate and business law, tax law, and estate planning focusing on private companies and their owners. In addition to her extensive estate planning practice where she helps individual clients achieve their estate planning objectives, she represents privately-owned businesses on tax and business matters arising in connection with their formation, operation, combination and dissolution. This includes choice of entity matters, succession planning, mergers and acquisitions and buy-sell arrangements. Ms. Swintosky is a licensed Certified Public Accountant and worked in the tax division of Arthur Andersen, LLP before attending law school. Her memberships include the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.