Presented by:
You’re invited to join us for a complimentary dinner and panel discussion designed for business owners navigating succession, leadership transitions, and long-term legacy planning.
Details
Tuesday,
March 24, 2026
6:00pm - 8:00pm
Mason Law & Planning Group Office - Peak Room
16055 Old Forest Point STE 301, Monument, CO 80132
Is this date not convenient? Email us at events@mlapg.com.
We will make sure you are invited to our next event!
Overview
This interactive dinner panel brings together professionals from SVA Certified Public Accountants, SVA Consulting, and Mason Law & Planning Group for an in-depth conversation designed specifically for business owners.
Together, the panel will explore:
- Business succession planning and what happens to a business when an owner passes
- Entity structures, tax considerations, and leadership transitions
- Planning for long-term continuity and legacy
- How emerging tools like AI are influencing modern business planning
MEET YOUR HOSTS
PAUL MASON
Owner & Lead Attorney
Paul is the owner and lead attorney at Mason Law. Developing and protecting relationships are at the core of his work. Since estate planning should be treated as more than a transactional business, Paul treats you and your assets with the utmost care – just as he does his own family. Paul is a husband to an amazing woman and father to four sweet children and considers estate planning to be an indispensable part of all of their futures. He carries this deep passion for protection and secure futures into the company and the work we do for you.
JASON SCHNEIDER, CPA
Principal
Jason is a Principal at SVA Certified Public Accountants, specializing in strategic consulting for businesses, their owners, and family units. With a focus on building, maintaining, and transitioning wealth within families, Jason leverages his expertise as a Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA) to provide comprehensive education and guidance on critical business decisions. Jason excels in cultivating strong client relationships and offers proactive advice on taxation, planning, business entity structuring, startup, and transitions. His extensive experience spans taxation, operations, management, and strategy, enabling him to deliver tailored solutions that drive business growth and stability. Committed to exceptional service, Jason empowers clients to achieve financial success and stability by aligning his insights with their unique needs and goals. Jason is a member of the Colorado Society of Certified Public Accountants (COCPA) and the American Institute of Certified Public Accountants (AICPA).
ADAM KLEINMAUS, CPA
Principal
Adam is a Principal with SVA Certified Public Accountants with expertise in the real estate and nonprofit industries. In his role, Adam consults with real estate developers and property managers on proposed developments, developments in the construction phase, and property management issues. He advises on income tax, deal structuring, and operational issues. Adam’s experience also includes working with entities receiving Low-Income Housing Tax Credits (LIHTC) and Certified Historic Structure (CHS) Tax Credits.
Adam also works with owners of affordable multifamily housing developments on tax and accounting projects, including financial statement audits, partnership tax return filings, cost certifications, and various agreed-upon procedures services. He has valuable experience with the unique reporting requirements for these entities, including United States Department of Housing and Urban Development (HUD) requirements, Rural Development requirements, and single audit requirements for nonprofit organizations.
EVAN CONROY
Principal
Evan Conroy is a Principal at SVA Consulting with more than a decade of experience helping businesses improve operations, plan for growth, and navigate leadership transitions. His work focuses on the operational realities of succession planning, including process continuity, leadership readiness, and the practical use of data to support long-term decision making.
Evan regularly works with family-owned and closely held businesses, where succession planning is deeply connected to day-to-day operations and culture. He brings a pragmatic perspective to how emerging tools like AI can support operational insight, knowledge transfer, and scalability without losing sight of people or practicality.
Drawing from experience across startups and established organizations, Evan is known for helping owners turn strategic intent into executable plans that support continuity, resilience, and legacy.
FAQs
How long is this Guided Discussion?
Our guided discussion usually runs 60-90 minutes and is presented while you are enjoying dinner.
Does this event cost me anything to attend?
No, this event is complimentary and includes dinner. You will not be asked to buy anything at this event.
How much does it cost to hire Mason Law to do my estate planning?
Well, that varies based on the complexities of your situation. Unlike other estate planning attorneys who charge $350-$450 per hour, we charge a flat fee. We provide a complimentary initial consultation and then will provide you with a flat fee quote to prepare your estate plan.
What if I already have an estate plan?
Many people who attend our workshops already have some type of estate planning in place. They should use our dinner seminar as an opportunity to re-evaluate their choices or to feel more confident that their existing plan will fully protect them.
A COMPLIMENTARY GUIDED DISCUSSION
Mason Law & Planning Group - All rights reserved.
By attending this event hosted by Mason Law & Planning Group, you grant permission for photographs and videos captured during the event to be used for marketing and promotional purposes. We value your presence and aim to share the story of our event in a way that highlights our shared experiences. If you have any concerns, please feel free to reach out to a team member. Thank you for planning to join us!
