Innovative Tax Planning for Business Owners

ORANGE COUNTY CHAPTER EVENT

Innovative Tax Planning for Business Owners


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.

 

About the Presenters:

Learn from industry experts Simon “Stuffy” Singer, Founder at Center For Tax Strategies and Resources, and Bruce Givner, Esq., President at Givner & Kaye, A Professional Corporation.

Meet the Presenters

 

This event is free to attend! Thank you to our Sponsors:


This meeting will be held at Maggiano’s South Coast Plaza.

Address: South Coast Plaza, 3333 Bristol Ave. Costa Mesa, CA 92626

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.EPIOrangeCounty.org.

About the Presenters


Simon “Stuffy” Singer

Simon “Stuffy” Singer

Founder at Center For Tax Strategies and Resources

VIEW BIO

Jeffrey Dunham

Jeffrey Dunham

President at Givner & Kaye, A Professional Corporation

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE Hour

One (1) CEPA Credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).