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.
REGISTRATION FOR THIS EVENT HAS CLOSED.
Thank you to our Sponsors
.png)
Event Details
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
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.
ABOUT THE PRESENTERS
Meet Gabriel R. Duarte, Esq.:
When advising high net worth individuals and families on the planning and administration of multimillion-dollar trusts and estates, Gabriel R. Duarte provides strategic counsel to preserve clients’ legacies and honor their wishes on transferring wealth to the next generation.
Appreciated as a clear communicator who easily connects across multiple generations, Gabriel is particularly effective with the administration of sophisticated trusts, including those involving family offices and those invested heavily in real estate.
Gabriel’s dual strengths in estate planning and post-death trust administration inform his counsel to trustees, prominent entrepreneurs and families. Additionally, Gabriel represents corporate fiduciaries in administering complex trusts.
Many of Gabriel’s clients have intricate real property assets, ranging from residences and multifamily apartment complexes to shopping centers and office buildings. Gabriel works closely with trustees and professional teams to manage purchases, sales, leasing, loan transactions and related environmental, tax and investment concerns.
Skilled in all estate planning tax-minimization techniques that clients require, Gabriel draws upon firmwide resources in real estate, environmental law, tax, insurance and other areas to address all his clients’ related issues. He prides himself on taking the necessary the time to ensure that his clients truly understand how their trusts operate and the steps involved in a successful trust administration. Should controversies, estate disputes or lawsuits arise, Gabriel is skilled at guiding his clients towards a successful resolution of the conflict, whether through litigation or settlement.
Meet Esther Hopkins, Esq.:
Esther Hopkins, founder and principal of the Law Offices of Esther Hopkins, P.C., provides personalized legal counsel to individuals and families in the areas of estate planning, business succession planning, and probate and trust administration and litigation. She is particularly adept at handling the planning and administration challenges unique to high net worth individuals and families, complex estates and business owners.
Esther spent the first 13 years of her career as a business litigation and transaction attorney. During this time, she saw how lawsuits between family members often tore families apart. She realized that many of these lawsuits could have been prevented with proper planning. As a result, she decided to focus on estate planning and closely related areas. Esther’s experience as a litigator gives her a unique perspective on planning and how to avoid the types of mistakes that can lead to lawsuits and other potential problems.
Meet Daniel C. Lorenzen, Esq.:
Daniel Lorenzen plans for wealth transfers to charities, family members, and future generations in practical, tax-efficient ways. Daniel’s practice includes individuals, families, and closely held businesses that have contacts in California, the United States, and around the world. He advises clients on all of the traditional tools of wealth planning, with an eye for holistic planning to minimize federal, international, state, and local taxes. Daniel uses these tools in service of clients’ desires to live happy and productive lives, to support charitable activities, and to raise capable and responsible children.
Daniel has significant experience advising general partners of private equity, venture capital, and other funds, and advising on the unique tax attributes and planning opportunities available to fund managers. Daniel also advises clients in the crypto space, including investors in and founders of blockchain technologies, and is an advocate for evolution in the tax law to accommodate the evolving transactional capabilities of blockchain technologies.
Daniel is a frequent speaker on topics related to the jurisdictional aspects of a client’s personal residency and the residency of a client’s trust, estate, or business. For domestic and international clients, he implements trust structures in appropriate jurisdictions to maximize benefits relating to their tax and family wealth planning goals.
Dan represents trustees, executors, and beneficiaries in the administration of trusts and estates, and litigates and settles disputes between trustees and beneficiaries. He has litigated throughout California and in the Surrogate's Court of Manhattan in New York. He has also resolved trust and probate litigation matters regarding the interpretation of instruments, defending trustees’ conduct, and interpreting tax allocation clauses, for example. He has prepared federal estate and gift tax returns and has represented fiduciaries before the Internal Revenue Service (IRS) in the audit and appeals process regarding valuation and other tax issues.
Daniel is fluent in Japanese and advises clients with Japanese and other cross-border contacts on tax and estate planning matters. He has advised Japanese companies on their U.S. transactions, including mergers and acquisitions in the United States.