Capital Gains and Income Tax Planning for Successful Families and Business Owners
Join Alexis 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.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Steve Mancini, Esq. and Alexis Bastedo, Esq.