Removing the IRS from the Sale Equation

ORANGE COUNTY CHAPTER EVENT

Removing the IRS from the Sale Equation


Join John as he explores and reviews the multitude of ways that a business owner can limit the IRS and state taxation at the end of their business and during the business transaction. John’s years in the industry and client/advisor collaborative process will be explored as you consider this type of collaborative planning. Through the use of case studies and application of specific strategies, this session will add to your list of tools and ways to explain them.

 

Learning Objectives:

  • How to effectively integrate philanthropic objectives with good personal and corporate income tax planning
  • Demonstrate how Estate Taxes are voluntary regardless of the size of the Estate
  • Prove that it is possible to make a sizable Charitable Gift and still have more money thereafter
  • Discover how “Good Will” can be utilized as a “real” asset that will produce income
  • Learn how to easily avoid “Involuntary Philanthropy” in favor of the IRS

 

About the Presenter:

Learn from industry expert John House, CEO of MasterTech Financial Advisors, Inc.

Meet the Presenters

 

This event is free to attend! Thank you to our Sponsors:


This meeting will be held at Maggiano’s South Coast Plaza.

Address: 3333 Bristol Ave. Costa Mesa, CA 92626

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIOrangeCounty.org.

About the Presenter


John House

John House

CEO of MasterTech Financial Advisors, Inc.

Meet John House.

John House heads a team of professionals who combine their varied skills and experience to provide clients with a personalized, approach to investment management, business continuity, asset protection, and retirement planning. “Our mission,” he says, “is to help individuals accumulate, protect and preserve assets, while minimizing income taxes and estate taxation.”
John, a member of the National Association of Insurance and Financial Advisors (NAIFA), is well qualified to lead his team. A financial professional since 1981, he has the in-depth knowledge that comes from over three decades of experience guiding clients toward their financial goals through the ups and downs of the economy.

John’s credentials include a B.S. from the University of Iowa, four securities registrations, and the designation of Chartered Financial Consultant (ChFC). Earning that elite designation required advanced coursework that trained him to help clients with virtually all their financial needs. He has offered expert witness testimony in insurance litigation and is registered to offer securities in 14 states. He shares his experience on the subjects of advanced estate planning, legacy (philanthropic) planning and asset protection techniques in those regions.

John has served the community as Board Member and Past President of Arizona’s Planned Giving Round Table (PGRT). In addition, he maintains active memberships in the Association of Fundraising Professionals (AFP), the Central Arizona Estate Planning Council (CAEPC), the National Association of Insurance and Financial Advisors (NAIFA), the Family Firm Institute (FFI) and other charitable groups. John is an active member of the Advanced Association of Life Underwriters (AALU) and has served as the Vice-Chairman of its nationally organized Charitable Planning Counsel.

As a gifted speaker and writer, John has shared his knowledge of financial issues through national speaking engagements, his own radio show, continuing education workshops, and articles for numerous publications including: the Family Business Journal, AZ Business, Financial Playbook, the AALU Quarterly, and Financial Planning Magazine. His dedication to helping and educating others has led to a loyal, growing clientele.

John is an active owner and prior member of the Board of Directors of AdvisorNet Financial, a multi-faceted financial services firm supporting over 260 individual financial advisors and is CEO of MasterTech Financial Advisors, Inc.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour (pending)

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.