Joe KarnsEPI Chapter Meetings
- EPI San Diego – Building the Future: Succession Planning Through Leadership Development; presented by Daniel Feiman
- EPI LA – PROTECTING FAMILY BUSINESSES IN TODAY’S LEGISLATIVE ENVIRONMENT AND NEW POLICY CONSIDERATIONS THIS TERM; Presented by Patricia Soldano
- EPI Orange County – An ESOP Guide for the Perplexed; presented by David Blauzvern
- EPI San Diego – An ESOP Guide for the Perplexed; presented by David Blauzvern
- EPI LA – DON’T JUST SELL YOUR BUSINESS, PRESERVE IT USING TAX, ESTATE, AND CHARITABLE STRATEGIES; Presented by Robert Owen, Jennifer Kowal and Rudy Flesher
- EPI Orange County – UHNW COLLABORATIVE CASE STUDY: MULTIPLE ADVISORS WITH LOTS OF MOVING PARTS; presented by Mo Mahoney and Jason Giorgio
- EPI San Diego – UHNW COLLABORATIVE CASE STUDY: MULTIPLE ADVISORS WITH LOTS OF MOVING PARTS; presented by Mo Mahoney and Jason Giorgio
- EPI LA – ESOPS FOR THOSE THAT DON’T WANT TO SELL TO A THIRD PARTY; Presented by David Blauzvern
- EPI Orange County – SPEED DATING: ALWAYS KNOW WHO TO CALL!
- EPI San Diego – SPEED DATING: ALWAYS KNOW WHO TO CALL!
- EPI LA – YOU’RE SELLING YOUR BUSINESS – IT IS TIME TO EXIT THE US OR BROADEN YOUR INVESTMENTS TO OTHER COUNTRIES TO GAIN CITIZENSHIP; Presented by Alex Ohnona and Maria Alvarez Garcia
- EPI Orange Country – AN EXCERPT FROM THE CEPA PROGRAM– INTEGRATED TAX, ESTATE, AND CHARITABLE PLANNING FOR BUSINESS OWNERS; presented by Joe Strazzeri
- EPI San Diego – AN EXCERPT FROM THE CEPA PROGRAM– INTEGRATED TAX, ESTATE, AND CHARITABLE PLANNING FOR BUSINESS OWNERS; presented by Joe Strazzeri
- EPI LA – Facilitating a Successful Business Transition (Beyond the Numbers); Presented Roth Herrlinger and Jamie Koogler
- EPI Orange County – AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS with the Chapter Leadership Team and Their Clients
- EPI San Diego – AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS with the Chapter Leadership Team and Their Clients
- EPI LA – REAL ESTATE AND HOW IT SHOULD BE TREATED DURING THE BUSINESS EXIT PLANNING PROCESS; Presented by Gary Stache and Chris Martin