Taft Southfield partners Jim Waggoner and Aaron Sherbin will speak at the 2024 Business Owner Success Summit at the Townsend Hotel in Birmingham, MI, on Nov. 21. Waggoner will serve as a moderator for the session “Building the Right Team.” Speakers will discuss implementing formal structures in a family-owned business, thriving while valuations are favorable, and identifying the right partners. Sherbin will speak as a panelist for the session “Pre-Transitional Planning: What is my After Tax Number?.” Speakers will discuss the importance of tax planning, tax mitigation and estate planning considerations, and how to not “leave money on the table.”

Waggoner’s practice focuses on a broad range of corporate matters including corporate structure and governance, mergers and acquisitions, corporate finance, and general commercial transactions. He advises on complex business matters for a diverse client base, which ranges from small privately held companies to large publicly traded companies. Jim frequently counsels clients on matters involving entity formation, limited liability company and buy-sell agreements, policies and procedures, labor and employment, and business succession planning.

Sherbin’s practice is focused on estate planning, trust and estate administration, probate litigation, wealth preservation and transfer strategies. He also provides business and tax planning services for entrepreneurs, closely-held companies, family businesses and family offices. He offers succession planning, post-mortem planning, and asset protection planning. Aaron also serves as a mergers and acquisitions transactional attorney focusing on federal tax law, buy-sell agreements, operating agreements, and shareholder agreements.