Business owners tend to wait until after an exit to ask “How can I shelter from taxes?”
They should start this type of financial planning and implement estate and tax strategies at least three years before a potential exit.
In this session, we will show business owners several strategies to implement years before a potential exit to help lessen the tax burden. We will show business owners pros and cons for each strategy.
Learning Objectives:
- Learn pre-liquidity strategies to consider and implement
- Learn estate planning strategies pre-and-post liquidity event
- Learn legacy planning and transfer strategies
About the Presenters:
Learn from industry experts Adam Sendzischew, Principle at Jones Lowry, Daniel Hudson, Partner at Berger Singerman, and Diego Obando, President of the EPI Miami Chapter.
Meet the Presenters
