First Look Webcast: Estate and Succession Planning With a Privately Owned Company
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
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June 24
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Gloria McConnel-Passman · Partner
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July 29
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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 · Partner
Vanessa Claiborne, CPA/ABV, ASA · Partner
Chaffe & Associates · New Orleans, LA
November 19
Retirement Plan Update
Anne Oestriecher, CPA, CFP · Partner
Oestriecher Financial Management · Alexandria, LA
December 10
Identify and Resolve 7 Cash Flow & Profitability Issues Before They Become Major Crises
Ruth King · Profit & Wealth Guru
Duluth, GA
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
Vanessa Claiborne, President & CEO, Chaffe & Associates, Inc
Vanessa Claiborne is the President and Chief Executive Officer of Chaffe & Associates, Inc. She is a CPA, ABV by the American Institute of Certified Public Accountants and has received her designation as an ASA by the American Society of Appraisers. She holds Securities Licenses 79, 24, 27, and 63. Ms. Claiborne is also AEP by the National Association of Estate Planners and Councils. She specializes in business valuation services primarily for estate and gift taxes, ESOPs, GAAP fair value reporting, financial reporting, business interruption claims, litigation support including expert testimony, exit planning, and shareholder transactions. Ms. Claiborne is active in many organizations including the American Society of Appraisers, serving as Governor of the International Board of Governors 2003-2007, Association for Corporate Growth, Isidore Newman School, American Red Cross, and the Agenda for Children. She recently received the 2021 LCPA Women to Watch Most Experienced Leader Award.
Nene Gianfala, Vice President, Chaffe & Associates, Inc
Nene Gianfala is a Vice President of the Valuation Advisory group with over 15 years of experience in accounting, corporate finance, and business valuations. She joined Chaffe & Associates, Inc. as a Financial Analyst Intern in June 2007, and upon completion of the internship, joined the company. She is a Certified Public Accountant (CPA), Accredited in Business Valuations (ABV), Certified in Entity and Intangible Valuations (CEIV), Certified in the Fundamentals of ESG by the American Institute of Certified Public Accountants, and an Accredited Senior Appraiser in Business Valuations with a specialty in Intangible Assets (ASA-BV/IA) by the American Society of Appraisers. Ms. Gianfala performs intellectual property and intangible asset valuations for purchase price allocations, impairment testing, internal intangible asset management, portfolio valuation, and litigation support. She provides business valuation services to public and private companies for estate, gift, and income tax planning, financial reporting, corporate planning, employee stock ownership plans, and litigation. Ms. Gianfala is very active in her community and in professional organizations including hosting podcasts for the AICPA on various topics from ESG to Crypto. She serves on the Board of the Louisiana SPCA, is the Past Treasurer Junior League of New Orleans, the Past President of the Tulane Association of Business Alumni, and an Adjunct Faculty Member of the University of Holy Cross.
Non-Member Price $50.00
Member Price $30.00