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Business Succession & Tax Planning – Helping Your Clients Retain More

May 22, 1:15 pm

– 2:15 pm

Camelback Ballroom

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About This Session

Your clients have worked hard to achieve their dreams. Now help them better monetize and keep what they’ve earned.

Your expert panel will focus on both conventional and novel solutions designed to maximize profits stemming from the sale of a business. Additional attention will spotlight the latest charitable planning techniques, complex inter-family transfers, multi-generational life insurance structures, and innovative estate transfers for ultra-high net worth families, including those with uninsurable lives.

Lastly, learn how to profitably jump-start the Value Creation process through techniques that engage the client’s interest at the onset of planning.

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Bradley Barros
Paul Quast
Gal Kaufman

Learning Objectives

Gain a basic understanding of traditional and novel tax and succession planning solutions.
Easily identify opportunities for advanced planning.
Learn how to quickly determine applicable alternatives through an innovative strategy model.
Learn how to communicate the benefits and value proposition easily and effectively.
Build new profit centers through these techniques and capture more referrals from professionals.

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