Join industry leaders and great friends, Stuffy and Bruce, as they take us through planning for each an ophthalmologist ($500k income) and a plastic surgeon ($3mil income). Learn the twists and turns and eventual choices to radically reduce current income taxes, as well as solve for retirement income planning, asset protection, estate tax mitigation, and resolving collaborative advisor challenges.
Since we cannot meet face to face, join the EPI Orange County chapter for a virtual chapter meeting. Upon registration, you will receive access to the broadcast link.
Learning Objectives:
- Learn the uses of Legal Structures and Life Insurance to Reduce or Eliminate Estate Tax, Capital Gains Tax and Ordinary Income Tax
- Plan for retirement income, asset protection, estate tax mitigation
About the Presenter:
Learn from industry experts Simon “Stuffy” Singer, Founder at Center For Tax Strategies and Resources.
Meet the Presenter
This event is free to attend! Thank you to our Sponsors: