We will discuss how to efficiently leverage the Federal annual exclusion and lifetime exemption while contemplating an exit strategy as well as discuss advanced federal estate tax saving strategies when the federal exemption has been exhausted. We will discuss non-tax related estate planning issues inherent in developing an exit strategy for family businesses. Increasing federal exemptions together with increasing California taxes have many considering whether they should leave for a different state before selling a business. We will discuss California residency requirements as well as effective alternatives to moving out, and tax savings opportunities available to each. Finally, we will discuss property tax considerations for businesses owning significant California real estate.

  • Learn how to identify estate and gift tax planning strategies (Gabriel)
  • Learn how to identify capital gains/income tax strategies (Dan)
  • Learn how to identify and discuss property tax strategies (Gabriel)
  • How to plan for 2026 (Dan)

About the Presenters:

Learn from industry experts Gabriel R. Duarte, Esq.Daniel C. Lorenzen, Esq., and Esther Hopkins, Esq., as moderator. 


Thank you to our Sponsors

Event Details

Date: Wednesday, April 19, 2023
Time: 11:30 am - 1:00 pm Pacific Time
Where: The Stonehaus, Tasting Room | 32039 Agoura Road, Westlake Village, CA 91361
Cost: $75
EPI Hours:
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Who Should Attend?

  • Financial Advisors

    One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.

  • Wealth Managers

    You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.

  • CPAs/Accountants

    Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • Valuation Analysts

    Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.

  • Investment Bankers

    Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • Strategic Consultants

    One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • Mergers & Acquisition Advisors

    Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.

  • Commercial Lenders

    One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.

  • Family Business Advisors

    More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.

  • Private Business Owners

  • Members of Family Business Boards

  • Professional Advisors

  • Business Consultants

  • Other Business Professionals

  • Business Owners


The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.