Ingredient 2: Planning for a Successful Exit or Transition Should Include Advanced Estate Planning, Tax Mitigation & Philanthropy

GREATER LOS ANGELES VIRTUAL CHAPTER EVENT

Ingredient 2: Planning for a Successful Exit or Transition Should Include Advanced Estate Planning, Tax Mitigation & Philanthropy


This presentation will discuss advanced strategies which can be implemented by business owners to reduce the impact of income, capital gains and estate and gift taxes when selling a business.  During this session, you will learn:

 

Learning Objectives:

  • Understanding the importance of estate planning for business owners
  • Discussing advanced planning options available to business owners, including the creation and funding of various trust structures
  • Understanding the options available to avoid or mitigate estate, gift and income taxes

 

 

About the Presenters:

Learn from industry experts, Vanja Habekovic, Partner at Ervin Cohen & Jessup,Robert E. Strauss, Shareholder/Director, Weinstock Manion, Reynolds T. Cafferata, Partner, Rodriguez Hori Choi & Cafferata.

Meet the Presenters

 

Thank you to our Sponsor:

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILosAngeles.org.

About the Presenters


Vanja Habekovic

Vanja Habekovic

Partner, Ervin Cohen & Jessup

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Robert E. Strauss

Robert E. Strauss

Shareholder/Director, Weinstock Manion

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Reynolds T. Cafferata

Reynolds T. Cafferata

Partner, Rodriguez Hori Choi & Cafferata

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