Tactical Planning
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EPI SD 2021 – Nov – The Ins & Outs of Charitable Remainder Trusts
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EPI SD 2021 – Oct – Tax Planning for You and Your Business
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EPI SD 2022 – September 21 – Collaboration at its Best Part 2: Case Study Displaying Business Exit Prep and Transition
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EPI SD 2023 – Nov 16 – M&A DEAL BREAKERS AND WAR STORIES
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EPI SD 2024 – August 21 – Mastering Counseling & Then Collaborate or Partner to Engage Your Perfect Client
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EPI SD 2024 – Feb 21 – Advanced Planning Strategies for Business Owners with Blended Families
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EPI SD 2024 – Jan 17 – The Business Conundrum: Advanced Planning for 2024/25
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EPI SD 2024 – June 20 – AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS
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EPI SD 2024 – May 15 – The Intersection of an Incompetent Beneficiary, a Depleting Business Asset, a Probable Large Estate Tax, and Family Disfunction
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EPI SD 2024 – November 20 – Case Study: Unlocking Hidden Value – Project Phoenix as a Sum of Its Parts
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EPI SD 2024 – September 18 – The Exit Planning Landscape Has Changed: Stay Relevant in 2024
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EPI SD 2025 – January 15 – Building the Future: Succession Planning Through Leadership Development
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