Most businesses don’t sell at the last minute because of The Math. Done in advance, tax mitigation strategies can have a huge impact on the net number that hits the owners bank account - and the future cash flow - once it’s all said and done.
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 for comprehensive and integrated plans, and then radically expand on legal/financial/tax strategies considering Timing, Combining, and Sequencing. This workshop will be a survey of advanced tax and 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 much more.
