Tips & Tricks – Business Owner
Estate & Insurance Planning
Presented by: :Jos Herman, CPA,CA,CFP,CLU,TEP
Location: Carriage House Inn
Date: September 18, 2024
Lunch: 11:30am
Presentation: 12:00pm
Welcome back from summer! Bonus to attendees – Door Prizes & Goodies!
Join Jos Herman as she gives some very practical and technical tips and considerations that are happening in the estate and insurance planning world for business owners. Just some of the questions to be covered are:
- How do the capital gains tax inclusion rate changes affect the tax bill at death?
- What structures are available for creditor protection, inter-generational wealth transfer, estate planning for business owners?
- Postmortem planning and CDA changes to be aware of?
- What planning is available for Professionals and their Prof Corps?
Jos Herman, CPA,CA,CFP,CLU,TEP
Wealth, Tax, Estate & Insurance Specialist
Founder of Resources & Solutions
Bio
Jos is a well sought out industry professional and lecturer with over 25 years of experience that is able to address asset protection, succession planning, philanthropy, and explain the tax efficiency gained in the insurance planning process.
At her boutique consulting firm, Resources & Solutions, she provides private business and personal solutions focused on tax concepts, tax efficient investment and insurance strategies, asset protection and wealth planning.
Her breadth of industry knowledge and wealth planning solutions has been a valuable asset to clients, fellow CPAs, legal professionals, and advisors.
**NOTE**
Lunch starts at 11:30 am
Speaker starts at 12:00 noon
- In-person event only
- Registration Cut-off is 5:00 pm on Friday, September 13, 2024
- No refunds, unless ECPAC cancels the event
Please pass this event information on to your colleagues.
Board Members can register guests. Guests are able to attend 2 times per year.
Please see the main events page for more details on registering.