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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.
Learning Objectives:
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.
Event Details
Who Should Attend?
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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.
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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.
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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.
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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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.
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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.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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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.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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.
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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.
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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.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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.