An Excerpt From The CEPA Program– Integrated Tax, Estate, And Charitable Planning For Business Owners  

ORANGE COUNTY VIRTUAL CHAPTER EVENT

An Excerpt From The CEPA Program– Integrated Tax, Estate, And Charitable Planning For Business Owners


Even if you’re already a CEPA, getting a 2nd opportunity to drink from the firehose might be helpful. Join Joe as he shares an excerpt from the actual content as taught during the normal 5-day course. This discussion will be a survey of advanced estate planning techniques and hot topics for business owners including estate tax exemptions, portability, ILITs, discounting, buy/sell agreements, and the ten ways out of highly appreciated property. Also learn the alphabet soup of capital gains and income tax strategies as well as charitable giving vehicles such as:  NINGs/DINGs, IDGTs, QOZs, CGAs, DAFs, PFs, CRTs, CLTs, and more.

 

Learning Objectives:

  • Advanced Estate Planning Strategies
  • Business Owners and Taxation
  • Asset Protection
  • Charitable Planning

 

About the Presenter:

Learn from industry expert Joe Strazzeri, Counselor and Attorney for Successful Families and Business Owners. .

Meet the Presenter

 

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 Presenter


Joe Strazzeri

Joe Strazzeri

Counselor and Attorney for Successful Families and Business Owners. Educator for Wealth Advisors. Speaker and Author.

Meet Joe Strazzeri.

As a former general contractor, land developer, and business owner, Joe combines these skills along with more than 20 years of experience as an attorney to counsel families and business owners.

Through 4 unique brands and with his partners, Joe educates wealth advisors, assists business owners to find “what’s next”, as well as protects families and their assets.

The Southern California Institute is a Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions.

The Laureate Center for Wealth Advisors provides advanced training and support for wealth advisors, such as: Attorney’s, Accountants, Fiduciaries, Bankers, Financial Advisors, Insurance Professionals, and other wealth advisors. Learn how to attract, engage, and work with your perfect client and their trusted advisors.

Strazzeri Mancini LLP helps affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling.

The Founders Group leads business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom.