THE BUSINESS CONUNDRUM: ADVANCED PLANNING FOR 2024/2025
Taking a glimpse through the Looking Glass, Joe will share insights, challenges, and opportunities to help business owners navigate the new waters for 2024 and 2025. The economy is shifting due to numerous factors such as increasing interest rates, increased regulations, increased income taxes, decreasing estate tax exemptions, and increasing/decreasing business values. Understand the conversation drivers and how to counsel your clients to take advantage of opportunities to increase market share through acquisitions, alternative investment options, and more.
- Understand how to help business owners with their integrated personal & business legal, financial, and tax planning in a changing economic environment.
- Updates regarding changes in interest rates, regulations, income taxes, and estate tax exemptions.
- Key conversation drivers and planning opportunities that will allow clients to realize their expanded possibilities.
Thank you to our Sponsors
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 Joe Strazzeri, Esq.:
Joe Strazzeri, Esq. is a Counselor and Attorney for Successful Families and Business Owners; Educator for Wealth Advisors; Speaker and Author.
As a former general contractor, land developer, and business owner, Joe combines these skills along with more than 20 years of experience as an attorney to counsel families and business owners.
Through 4 unique brands and with his partners, Joe educates wealth advisors, assists business owners to find “what’s next,” counsels families towards alignment, as well as protects families and their assets.
The Southern California Institute is a Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions.
The Laureate Center for Wealth Advisors provides advanced training and support for wealth advisors, such as: Attorney’s, Accountants, Fiduciaries, Bankers, Financial Advisors, Insurance Professionals, and other wealth advisors. Learn how to attract, engage, and work with your perfect client and their trusted advisors.
Strazzeri Mancini LLP helps affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling.
The Founders Group leads business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom.