Planning Strategies for Business Owners:
Year-End 2020 and Beyond

ROCKY MOUNTAIN VIRTUAL CHAPTER EVENT

Planning Strategies for Business Owners: Year-End 2020 and Beyond


Dylan Metzner will moderate a diverse panel of experts to discuss estate planning strategies including charitable giving and insurance trusts. It is a great idea for business owners to keep an eye on income & estate tax strategies and to recalibrate when necessary. As we approach the November elections and the end of the year, business owners should be revisiting their plans to take advantage of current income and estate tax laws and to be prepared for what may be ahead in November – potential corporate and individual tax rate changes, there are a number of tax planning strategies to consider as part of a business owners short-term and longer-term wealth planning.

Learning Objectives:

  • Gain Estate planning ideas that are advantageous with the current historic low AFRs
  • Utilize Philanthropic Planning techniques, split interest trusts
  • Learn about Insurance Trusts

 

Meet the Presenters:

Learn from industry expert Bruce DeBoskey, The DeBoskey Group, Shelley Thompson, Burns, Figa & Will, P.C., and Tim West, CBIZ & MHM. Moderated by Dylan Metzner, Jones & Keller.

Meet the Presenters

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Rocky Mountain 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.EPIRockyMountain.org.

About the Presenters


Dylan Metzner

Dylan Metzner

Moderator
Jones & Keller

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Bruce Deboskey

Bruce Deboskey

The DeBoskey Group

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Shelley Thompson

Shelley Thompson

Burns, Figa & Will, P.C.

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Tim West

Tim West

CBIZ & MHM

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Continuing Education


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).