EPI OC 2021 – May 13 – AN EXCERPT FROM THE CEPA PROGRAM– INTEGRATED TAX, ESTATE, AND CHARITABLE PLANNING FOR BUSINESS OWNERS
Even if you’re already a CEPA, getting a 2nd opportunity to drink from the firehose might be helpful. Join Joe as he shares an excerpt from the actual content as taught during the normal 5-day course. This discussion will be a survey of advanced estate planning techniques and hot topics for business owners including estate tax exemptions, portability, ILITs, discounting, buy/sell agreements, and the ten ways out of highly appreciated property. Also learn the alphabet soup of capital gains and income tax strategies as well as charitable giving vehicles such as: NINGs/DINGs, IDGTs, QOZs, CGAs, DAFs, PFs, CRTs, CLTs, and more.
(Purchase of this product will include the video presentation, the audio presentation, and a pdf copy of the presentation.)
Presented by Joe Strazzeri, CEPA Instructor