Online Workshop: Planning and Strategies that Defer and Minimize Taxes by Brian George

Date(s) - August 22, 2022
1:00 pm - 3:00 pm

Personal and business events can dramatically impact someone’s financial scenario. Even if they have the resources to respond, oftentimes those resources can’t be liquidated in time to meet a need. Our network of seasoned Trusted Advisors can help you create a plan for your clients to:

  • Prepare for death, divorce of disability of one of a business’s owners
  • Create a succession plan
  • Have sufficient funds for heirs to manage a client’s immediate estate needs and pay estate taxes
  • Provide for estate equalization
  • Liberate cash and capital for existing or emergent opportunities
  • Provide financing solutions for Deferred Compensation plans for key Executives
Strategies that defer and minimize taxes are never a one-size-fits-all scenario. Your Ultra High Net Worth clients have complicated business and family requirements. There are more than a dozen tax strategies to help:

  • Reduce capital gains taxes from the sale of a home, business or stock
  • Provide a steady flow of tax-free income
  • Use tax structures to legally reduce or defer capital gains taxes
  • Transfer appreciated real estate gains from one property to another
  • Gain more time to re-invest in property after a sale without paying a capital gains tax
  • Retain benefits of real estate ownership (appreciation, depreciation, etc.) while removing the headaches of management issues and while increasing cash flow
  • Reduce or eliminate capital gains tax when downsizing a residence
  • Help preserve ecologically and economically important resource lands while also reducing your tax bill


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Bookings are closed for this event.