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Lunch and Learn Series: Minimizing Tax Liability in Common Business Transactions

Attention all CPA’s, Financial Advisors, Attorneys, and Financial Professionals.

Join fellow CPAs, Financial Advisors, Attorneys, Independent Insurance Agents and Financial Professionals for an interactive event covering tax planning techniques involving partnerships, LLCs and S corporations, and Leverage Planning tips.

Learning Objectives:

  • Using a transactional format, Chuck Levun will illustrate the partnership/LLC ‘drop-down’ structures that are often used to solve many of the tax constraints inherent in a client’s S corporation format.
  • Chuck will also cover the current controversy involving ‘ineffective’ S elections made by LLCs wanting to be treated as S corporations, and how to handle clients who have fallen into this trap,
  • Marc will explain Leverage Planning Strategies to reduce a business owner’s taxable income, maximize retirement savings, and how to use business as a tax shield.
  • And much more’¦


Gourmet Italian Lunch will be provided!

A large room with many tables and chairs

Proven Tactics and Strategies

Grow your Business Network

Maximize Tax Savings


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Marc Olswang | Founder of Strategic Marketing Financial Services

Marc builds strong relationship foundations with agents and advisors through his strategic investment platforms that promote wealth accumulation and tax advantaged vehicles.

Through his firm, Strategic Marketing Financial Services, Marc offers a full range of Leveraged Planning options and various financial and insurance services for the high net worth client.

Marc has been in the financial services industry for nearly twenty years. He has given several presentations to financial professionals nationwide.

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Chuck Levun | Partner at Levun, Goodman & Cohen, LLC

Charles R. Levun, JD, CPA, is a partner in the Chicago-area law firm of Levun, Goodman & Cohen, LLP. He is also an Adjunct Professor of Law at the Illinois Institute of Technology Chicago’‘Kent Graduate Tax Program, Editor-in-Chief of the Journal of Passthrough Entities and consultant to the CCH Partnership Tax Planning and Practice Guide, for which he is the author of the monthly ‘Partner’s Perspective’ column. Mr. Levun received a JD from the University of Chicago Law School and a BS in Accounting from the University of Illinois. He is a past chair of the Partnerships and LLCs Committee of the American Bar Association’s Section of Taxation, the Chicago Bar Association’s Federal Taxation Committee and the Federal Taxation Section Council of the Illinois State Bar Association, and a Fellow and past Regent in the American College of Tax Counsel. Mr. Levun has been chair of the faculty and co-sponsor of the Annual Partnership, LLC & S Corporation Tax Planning Forum® and the ‘Fundamentals of Flow-Through’® Partnership, LLC & S Corporation Tax Seminar since their inception in 1987 and 1996, respectively.

Time and Location

Date: May 22, 2019
Time: 11:30am – 1:30pm CST

Skokie Hilton DoubleTree
Northshore Conference Center
9599 Skokie Blvd, Skokie, IL 60077


Arrive at the DoubleTree by Hilton Hotel Chicago – North Shore Conference Center in Skokie, IL and be welcomed with a warm DoubleTree chocolate chip cookie and an even warmer reception from our caring and attentive staff. Our inviting hotel in Skokie, IL is ideally situated in the Chicago North Shore area. Appreciate the excellent location for access to wonderful shopping and lively nights in the Chicago North Shore. Minutes from Chicago O’Hare International Airport and downtown Chicago, this Skokie, IL hotel is close to many attractions.

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Register Today!