Business Structure, Succession and Estate Planning


Available Dates & Times:


Room Number: 125


Cost: $350
Register for Pre-Convention Workshops through the registration link for the convention. NECA Convention registration is NOT required to attend Pre-Convention Workshops.

Establishing the structure of your business entity has legal, financial, and tax implications for your business. This course will explain the various entity types, advantages and disadvantages of each, along with tax implications and impacts on succession planning. The course will also dive into planning strategies to develop a successful succession plan. Major steps, along with concerns and obstacles, will be discussed. Real life examples of plans that were successful and those that failed will be provided and discussed. A general overview of estate planning will also be included.


  • R. David O’Brien

    Mosley Glick O'Brien, Inc.

    Dave O’Brien is a CPA with over 40 years of experience and is widely respected and considered an expert in the area of accounting practices of the Construction Industry.

    Mr. O’Brien has an extensive background in assurance and accounting with an emphasis in real estate, construction, manufacturing and distribution. His primary focus is in the construction industry. His clientele in the construction industry includes general contractors, mechanical contractors, and electrical contractors, flooring contractors, sheet metal contractors, fire protection contractors, landscape contractors, homebuilders, commercial developers, land development and numerous other contractors.

    Mr. O’Brien is a national speaker for various organizations in the Construction Industry, which include the Home Builders Association (HBA), National Association of Home Builders (NAHB), National Electrical Contractors Association (NECA), Epcon Franchising, and Great Service Forums. Mr. O’Brien also provides professional consulting on a monthly and quarterly basis to more than 30 contractor’s in the Construction Industry. His professional education includes a BSA in Business Administration from the California State University at Chico, California, and he is a Licensed CPA in the States of Nevada and Ohio. Prior to becoming a partner at Mosley Glick O’Brien, Inc., he worked for large firms in Reno, Nevada and Toledo, Ohio.

    Mr. O’Brien is a member of the American Institute of Certified Public Accountants, the Society of Certified Public Accountants in Ohio, Nevada and Michigan. He is also affiliated with the Construction Industry CPA’s/Consultants Association (CICPAC), the Construction Financial Management Association (CFMA), and is a current member of the Board of Directors for the Home Builders Association of Greater Toledo, Inc.

    R. David O'Brien

Full Conference Schedule

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