Tom Monaghan Presents on Family Business Transition Planning


Tom Monaghan, CPA, MST, TEP, Tax & Accounting Partner, was a featured speaker, along with Bill Roberts of Erben Associates, at the Inland Empire Family Business Center. Their presentation focused on case studies and best practices for family business transition planning, and was well received by the audience of business owners at the event. Tom and Bill will be back by popular demand to present a follow-up workshop in June.

Tom’s professional focus is to utilize his many years of experience in the areas of accounting, taxation, and consulting and apply his specific expertise to closely-held businesses, high-net-worth (L-R) Tom Monaghan and Bill Roberts families, and clients seeking transition and estate and gift planning.

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