CEPA REVISTED: INTEGRATED TAX, ESTATE, AND CHARITABLE PLANNING FOR BUSINESS OWNERS
Even if you’re already a CEPA, getting a 2nd opportunity to drink from the firehose might be helpful. Join Joe as he shares an excerpt from the actual content as taught during the normal 5-day course. This discussion will be a survey of advanced estate planning techniques and hot topics for business owners including estate tax exemptions, portability, ILITs, discounting, buy/sell agreements, and the ten ways out of highly appreciated property. Also learn the alphabet soup of capital gains and income tax strategies as well as charitable giving vehicles such as: NINGs/DINGs, IDGTs, QOZs, CGAs, DAFs, PFs, CRTs, CLTs, and more.
- Advanced Estate Planning Strategies
- Business Owners and Taxation
- Asset Protection
- Charitable Planning
About the Presenter:
Hear from industry expert Joe Strazzeri, Esq..
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.