Nevada Trusts For Business Owners

ORANGE COUNTY VIRTUAL CHAPTER EVENT

Nevada Trusts for Business Owners


Understanding the difference between entity asset protection and personal asset protection can be confusing for most business owners – but the majority are likely seeking ways to protect their assets, minimize estate tax and avoid state income tax. For many, the answer may be a Nevada Trust of some flavor.  Ann and Jeffrey will compare and contrast current and future state income and capital gains tax options including the use of: “NOSTs,” NINGs,” “IDGTs,” and “BDITs.”  Learn how to balance income and asset protection planning with your client’s current needs and/or their beneficiary’s needs.

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:

  • Discover what current business owners are talking about when considering reducing state income taxes for a current business or a future sale.
  • Understanding the difference between entity asset protection and personal asset protection for the business owner
  • Compare and contrast current and future state income and capital gain tax options for the business and/or the business owner
  • Balance income and asset protection planning with your client’s current needs and/or their beneficiary’s needs
  • Increase your knowledge and options for business owner clients in order to better attract, engage, and work with your perfect client.

 

About the Presenters:

Learn from industry experts Ann Rosevear, President and Chief Trust Officer of Dunham Trust, Jeffrey A. Dunham, Chairman and CEO of Dunham & Associates Investment Counsel, Inc., (DAIC) Dunham Trust Company (DTC), and the Dunham Fund & Direction.

Meet the Presenters

 

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


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


Ann Rosevear

Ann Rosevear

President and Chief Trust Officer for Dunham Trust Company

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Jeffrey Dunham

Jeffrey Dunham

Chairman and CEO of Dunham & Associates Investment Counsel, Inc., (DAIC) Dunham Trust Company (DTC), and the Dunham Funds

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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).