CASE STUDY - ESTATE AND TAX PLANNING FOR 2024 AND BEYOND
During this event, we will be reviewing a case study that discusses pending and potential changes in Estate and Gift Tax Exemptions, how to utilize trust for asset protection and tax efficiency, different charitable giving strategies, and generation-skipping transfer tax considerations.
In this session, you should gain insight into
- Ways to navigate the complexities of tax and estate planning using qualified professionals.
- The potential changes in estate and gift tax exemptions for 2024 and beyond.
- The different types of trust available
- Key Estate planning and tax planning strategies.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
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.
Meet Isaiah Stidham:
Isaiah joined Budros, Ruhlin & Roe in 2012 and now serves as a Senior Wealth Manager and Business Succession Lead. In addition to aiding clients in a wealth management capacity, Isaiah has a passion for helping business owners navigate their unique and complicated situations.
Isaiah began his career in public accounting where he specialized in tax compliance and planning for high-net worth individuals, estates, trusts and family-owned businesses.
Isaiah serves on the advisory boards for The Entrepreneurship Institute (TEI) and the Conway Center for Family Business and is a founding member of the Exit Planning Institute Central Ohio Chapter. He is an active speaker on today’s most critical topics for business owners and succession planning, having presented to the Entrepreneurs Association, Women Presidents’ Organization, Financial Planning Association of Columbus, TEI Presidents’ Forum and the Worthington, Columbus, Central Ohio and Tri County Estate Planning Councils.
After graduating Summa Cum Laude from Otterbein University with a Bachelor of Science in Accounting, Isaiah went on to obtain a Master of Accounting degree through The Ohio State University’s Max M. Fisher College of Business. Isaiah is a CERTIFIED FINANCIAL PLANNER™ certificant, a Certified Public Accountant and holds the Certified Exit Planning Advisor designation.
Specialties: Financial planning and wealth management services, tax compliance and consulting services for high net worth individuals, trusts, estates, and private/family-owned businesses.
Meet Renee Milyiori:
Renee is Vice President, Banker at J.P. Morgan’s Private Bank in Columbus, Ohio. She provides high net worth individuals, families and business owners with long-term sophisticated wealth management strategies. She works with clients on goals-based financial planning, business succession strategies, investment design, estate planning, customized lending solutions, and philanthropy.
Renee has spent over 20 years in the financial services industry, helping both corporate and individual clients in all facets of their finances. Her experience includes corporate finance (senior and mezzanine debt financing), employee stock ownership plan (ESOP) structures, and customized wealth management strategies.