First Look Webcast: Retirement Plan Update
Overview
Privately held businesses often represent the largest and most complex asset in an owner’s estate, making thoughtful planning essential for both family and business continuity. Nene Gianfala, CPA and Vanessa Claiborne, CPA, explore practical strategies for integrating estate planning with business succession planning, including ownership transitions, and tax-efficient wealth transfers.
Participants will gain insight into common planning tools and structures used in closely held companies, as well as the role valuation plays in supporting gifting strategies, buy-sell agreements, and generational transfers. The session will also address how advisors can help business owners align personal estate goals with long-term business sustainability and continuity. Proper planning can reduce the risk of disputes, unexpected tax burdens, or operational disruption during ownership transitions.
Purchase this webcast as an individual program, or get the members-only First Look Bundle and save!
2026 First Look Webcast Series
May 27
OBBBA: Fact vs Fiction
Richard Tullier Jr., CPA · Partner
Wegmann Dazet, CPAs · New Orleans, LA
June 24
Time & Stress: Managing the Pressure
Gloria McConnel-Passman · Partner
Success Labs · Baton Rouge, LA
July 29
AI In Action: Real Tools. Real Results.
Dr. Andrew Schwartz · Professor of Information Systems
Louisiana State University · Baton Rouge, LA
August 25
Accounting & Auditing Update: Standards Shifts & What's Next
Kurt Oestriecher, CPA · Partner
Oestriecher & Company, CPAs · Alexandria, LA
September 30
7 Most Underrated Time-Saving Tech Tools Revealed
Les Nettleton
Metairie, LA
October 28
Estate and Succession Planning With a Privately Owned Company
Nene Gianfala, CPA/ABV, ASA-BV/IA ·
Vanessa Claiborne, CPA/ABV, ASA ·
Chaffe & Associates · New Orleans, LA
November 19
Notice
This event is part of the following bundles:
First Look Webcast Series Bundle
Multiple Events Between -
Up to 8.00 Credits
This members-only, webcast bundle is conveniently scheduled first thing in the morning, to shine light on relevant interest areas. Grab a cup of coffee and get your day off to a productive start with our line-up of experienced professionals who help you rise and shine at what you do. Bundle the First Look Webcast Series and save!Purchase all 8 programs (up to 8 CPE credits) for only $210 until May 27. Simply add the Bundle to your cart and you're set! You'll receive login instructions and materials prior to each program. All programs are 8:30-9:20a qualify for 1 CPE credit. When noted, programs qualify for CLE credit (50 minutes); see individual descriptions for details. *Note: Due to the discounted bundle savings, there will be no refunds or adjustments for cancellations of individual programs in the series. First Look webcasts are also available for individual purchase by members and non-members. Learn more.
Leader(s):
Leader Bios
Anne Oestriecher, Oestriecher Financial Mgmt. Services
Anne Oestriecher's career has spanned public accounting, banking, nonprofits, and financial services. In 2005, Anne started her own practice providing consulting services to small businesses and leading CPE for CPAs across the country. In 2009, she expanded her services to include financial planning for individuals and companies to help them reach their financial goals.
Now based in Alexandria, Anne is a graduate of Loyola University in New Orleans, with a BBA in accounting. In 2009, she was named LCPA's Discussion Leader of the Year.
Non-Member Price $50.00
Member Price $30.00