Entrepreneurs & Charitable Intent –

By-Product or Driver?

EXIT PLANNING IN ACTION WEBINAR SERIES

Entrepreneurs & Charitable Intent -
By-Product or Driver?


Business owners are servant leaders by nature.  We as advisors often assume that it is the math, tax, or logic that drives our clients.  While this may be true, the servant leader is driven to give back either from a sense of duty or guilt from their success – though they would not realize it.  Knowing the strategies that increase the net dollars to a client while decreasing tax and increasing charitable giving are important, but helping the entrepreneur find what is impactful to them and their family is rewarding and drives success to an exit planner’s practice.  Refresh your knowledge of the strategies, methods to explain them, and ways to partner with your client to find meaning and a deeper engagement with you.

 

Learning Objectives:

  • Facilitate what is behind the conversation
  • Assets that may be gifted
  • Charitable organization requirements
  • Decrease taxes using charitable planning strategies

 

 

About the Exit Planning in Action Series:

This webinar series is full of deep dive case studies and real-life stories from the field. Learn how the Value Acceleration Methodology is implemented with business owners in both the early stages (pre-client) and the exit planning and value growth processes (client stage). Experts will introduce their stories and utilize case studies to dive deep into specific exit planning ecosystem topics over the course of a two-hour interactive and engaging virtual session.

The EPI Exit Planning in Action Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught in or at the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts below.

 

BEST INDUSTRY CONTENT

Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenter


Joe Strazzeri, Esq.

Joe Strazzeri, Esq.

Attorney & Counselor at Law, Partner
Strazzeri Mancini, LLP

Contact Joe

Professional Accreditation
Admitted to the California State Bar. Courts Admitted to: California Supreme Court; United States District Court, Southern District of California.

Memberships
Wealth Counsel; Financial Planning Association; Alliance Acquisitions and Mergers Association; Estate Planning Council; Society of Financial Service Professionals; Best Practices of America

Education
J.D., Western State University, San Diego, CA; Undergraduate Study in Civil Engineering, Business Administration and Architecture at, respectively, Loyola Marymount University, Los Angeles, CA; University of San Diego, San Diego, CA; and New School of Architecture, San Diego, CA. A Fellow at the Esperti Peterson Institute, a Laureate in Wealth Strategies at the Laureate Center For Wealth Advisors, and a Fellow at the Southern California Institute.

Positions
Principal and Founder, Strazzeri Mancini LLP, practicing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues; Principal of The Founders Group, a Business Strategies Collaborative; Co-Founder of The Southern California Institute; Former Mediator for ARBITRATIONWORKS (A.W.), a California Dispute Resolution Corporation; Level II Arbitrator for State of California, Department of Consumer Affairs, Contractor State License Board through A.W.; Chair for the Sharp Healthcare Foundation Board of Directors; California B-licensed General Contractor; and Real Estate Developer.

Educator
Approved provider for Continuing Education through the State of California Department of Insurance. Speaker for Continuing Education for financial professionals including Certified Public Accountants, Attorneys, Fiduciaries, and Financial Planners. Former Adjunct Faculty Member of the Estate and Wealth Strategies Institute at Michigan State University. Education Fellow at the Southern California Institute. Instructor for Estate and Trust Education Resources—Exam Prep Course for the State Bar of California Certified Specialist Exam in Estate Planning, Trust and Probate Law.

Publications
Co-author, “Generations — Planning Your Legacy,” 1999;
Co-author, “Strictly Business — Planning Strategies for Privately Owned Businesses,” 2002;
Co-author, “Giving — Philanthropy for Everyone,” 2002;
Co-author, “For California Doctors – a guide to asset protection, tax, and estate planning,” 2009;
Co-author, “Business Succession Planning – Strategies for California Estate Planners and Business Attorneys,” CEB 2010.
Course Manuals for State of California Department of Insurance for approved
Continuing Education: Trust Fiduciaries; Basic Estate Planning; Family Limited Partnerships; Advanced Estate Planning, Charitable Remainder Trusts and Asset Protection—Offshore Planning.
Course materials on Irrevocable Life Insurance Trusts for the Academy of Multidisciplinary Practice, accredited by the Estate and Wealth Strategies Institute at Michigan State University.

Community Service
Current Chair on the board of Sharp Healthcare Foundation. Former and/or present member, Board of Directors for Charities such as: The Coming Together Foundation; Army-Navy Academy; and ANA Alumni Association.

Personal Service
Joseph has structured his practice to allow him and his wife Antonietta to enjoy time with their family and to be active in their community.

Strazzeri Mancini 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.  Visit www.strazzerimancini.com for more info.

Connect with the Presenter: Strazzeri Mancini, LLP  |  Website: www.strazzerimancini.com  |

Email: Connect with Joe