EPI Greater Los Angeles Chapter Event | March 22, 2023 CEPA Programs 2026 (General) Believe in culture
Description
Believe in culture
and methodology
Event Sponsor:
Our first event will be on May 12th
Work through a live case study showing how the Capitalize 21-step model using the five stages of value will help you deliver consistent exit planning advice at scale
EPI Greater Los Angeles Chapter Event | March 22, 2023 CEPA Programs 2026 (General) Believe in cultureThis discussion will provide an overview of different charitable planning strategies, considerations and tax planning benefits that should be discussed with business owners as they are planning for the exit or transition of their business. Overview of charitable planning vehicles Considerations when gifting business interests Tax benefits of gifting business interests
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