BUSINESS SUCCESSION TAX PLANNING CASE STUDY - UNDERSTANDING THE MATH
Transitioning a business includes a myriad of decisions and potential transition strategies, which can be overwhelming for business owners. Join the collaborative exit planning team of this actual recent business succession and tax planning case. The advisory team will share the triggering event, case facts, collaborative challenges/successes, walk through the math from a shareholder perspective, and review the resulting design plan based on the client’s life goals, family/spouse, and belief in future company profits.
- Business Succession discovery process
- The Math of the Wealth Gap explained from a shareholding perspective
- Estate and tax planning strategies from the owner and the family’s current and future lifestyle needs/goals
- Exit planning advisory team roles, hiccups, and collaborative process
About the Presenters:
Learn from industry experts Greg Banner, CFP®, CLU®, CRTP and Joe Strazzeri, Esq..
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.
Meet Greg Banner:
Greg Banner brings over three decades of experience as a Certified Financial Planner® to Asset Preservation Strategies. He specializes in working collaboratively with high-net-worth individuals, entrepreneurs, and business owners, providing comprehensive planning services including: family office services, business growth strategies, business exit strategies, asset management, retirement planning, tax reduction strategies, insurance, estate planning strategies, and asset protection for both individuals and businesses. Greg is passionate about using his unparalleled industry knowledge, connections and resources to help individuals get more out of their lives. His dedication to serving others is rooted in the relationships he builds with clients, and his commitment to putting others first. Greg helps quarterback planning, protecting and investing efforts so that his clientele can build generational wealth with intention and thrive. This has resulted in a variety of situations where he has been called upon to act as a family CFO. He has also developed a unique niche in working with real estate developers, and with private equity and alternative investments to create varied income strategies.