Tax and Estate Strategies to Consider Years Before a Potential Exit

MIAMI CHAPTER EVENT

Tax and Estate Strategies to Consider Years Before a Potential Exit


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

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Miami 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.EPIMiamiChapter.com

About the Presenters


Adam Sendzischew

Adam Sendzischew

Principle at Jones Lowry

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Daniel Hudson

Daniel Hudson

Partner at Berger Singerman

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Diego Obando

Diego Obando

President of the EPI Miami Chapter

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