Community Insights are family round tables offered to estate, financial, business, real estate, as well as long-term care planning clients. ComIns are designed to introduce you to the various planning options that facilitate achieving your goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace.
This months topic is:
Capital Gains and Income Tax Planning for Successful Families and Business Owners; presented by Joe Strazzeri, Esq. and Steve Mancini, Esq.
Join Joe and Steve as they explain the current opportunities and pitfalls around topics such as: 9 ways out of highly appreciated property; qualified opportunity zones; disability income; intentionally defective grantor trusts; life insurance retirement plans; split dollar insurance; the use of Nevada/Delaware trusts for CA residents; qualified small business stock, unwinding captive insurance companies, and more. They’ll focus on the most practical and relevant uses for each of these strategies as well as how they may affect your overall estate and/or business transition plan and how to obtain the most advantageous outcomes for you, your family, and your successors.