Future Ready: Managing Through Disruption

Join Falcon Rappaport & Berkman (FRB) and AllianceBernstein for an afternoon of timely insights and practical strategies for business owners on Tuesday, November 17 at 1:30 pm ET at AllianceBernstein’s office (66 Hudson Blvd E, New York, NY 10001).

From the market outlook and preparing for a sale to income tax planning and the changing AI landscape, the program will explore key considerations for operating your business and planning for its future. Join us for the following sessions:

Market Update & Outlook

Speakers:
Benjamin Goetsch, Strategist, AllianceBernstein

A comprehensive look at the macroeconomic landscape and capital markets in Q3 2026, including current market conditions, impact of election results, key trends shaping the investment outlook, and insights on the IPO market. 

Addressing the Elephants in the Room Related to Operating a Business, Preparing for a Sale, and Succession Planning

Moderator:
Jeffrey W. Berkman, Founding Partner, FRB

Speakers:
Matthew Rappaport, Vice Managing Partner, FRB  
David Rudman, President & Founder, Sigma Valuation Consulting, Inc
Terry Hannafin, Partner, Carter Morse & Goodrich

Explore the critical (and often overlooked) issues business owners face when running their companies, preparing for a potential sale, and planning for succession. Our speakers will discuss practical ways to stay deal-ready and navigate today’s environment, helping attendees identify what they may be missing across operations, transactions, and long-term planning.

Income Tax Planning for Business Owners

Speakers:
Samuel Heyman, Vice President/Wealth Advisor, AllianceBernstein
Matthew Rappaport, Vice Managing Partner, FRB  

This moderated conversation will explore advanced income tax planning strategies for business owners, covering complex topics designed to help owners identify opportunities to minimize tax exposure and preserve wealth. 

How to Stay Ready with AI’s Changing Landscape

Speakers:
Moish Peltz, Co-Managing Partner, FRB
Christopher Warren, New Jersey Managing Partner, FRB
Ted Carlson, Vice President, CBIZ Technology

AI has reshaped key areas of business operations from real estate and insurance (buy/sell) to contract negotiations and quality of earnings analysis. This presentation addresses the regulatory landscape, governance and compliance considerations, procedural best practices, and how to navigate privileged conversations in an AI-driven environment.

After the sessions, join us for a happy hour and networking reception from 5:00–6:30 PM, with food, drinks, and opportunities to connect with the speakers and fellow attendees.

​Please RSVP as soon as possible, as space is limited. For any questions, contact FRB’s Marketing Director, Abby Winckler, at awinckler@frblaw.com.