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UID:303@fireupconnect.com
DTSTART;TZID=America/Los_Angeles:20220822T130000
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URL:https://fireupconnect.com/events/online-workshop-planning-and-strategi
 es-that-defer-and-minimize-taxes-by-brian-george/
SUMMARY:Online Workshop: Planning and Strategies that Defer and Minimize Ta
 xes by Brian George
DESCRIPTION:\n\n\n\nPersonal and business events can dramatically impact so
 meone's financial scenario. Even if they have the resources to respond\, o
 ftentimes 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 c
 lients to:\n\n 	Prepare for death\, divorce of disability of one of a busi
 ness's owners\n 	Create a succession plan\n 	Have sufficient funds for hei
 rs to manage a client's immediate estate needs and pay estate taxes\n 	Pro
 vide for estate equalization\n 	Liberate cash and capital for existing or 
 emergent opportunities\n 	Provide financing solutions for Deferred Compens
 ation plans for key Executives\n\n\n\n\nStrategies that defer and minimize
  taxes are never a one-size-fits-all scenario. Your Ultra High Net Worth c
 lients have complicated business and family requirements. There are more t
 han a dozen tax strategies to help:\n\n 	Reduce capital gains taxes from t
 he sale of a home\, business or stock\n 	Provide a steady flow of tax-free
  income\n 	Use tax structures to legally reduce or defer capital gains tax
 es\n 	Transfer appreciated real estate gains from one property to another\
 n 	Gain more time to re-invest in property after a sale without paying a c
 apital gains tax\n 	Retain benefits of real estate ownership (appreciation
 \, depreciation\, etc.) while removing the headaches of management issues 
 and while increasing cash flow\n 	Reduce or eliminate capital gains tax wh
 en downsizing a residence\n 	Help preserve ecologically and economically i
 mportant resource lands while also reducing your tax bill\n\n\n\n\n
ATTACH;FMTTYPE=image/jpeg:https://fireupconnect.com/wp-content/uploads/202
 2/03/fireup-radio.png
CATEGORIES:Special Events
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