Year-End Tax & Investment Planning for Business Owners and Executives Workshop - Kirkland

Woodmark Hotel – 1200 Carillon Point, Kirkland, WA

Kristofer Gray, CFP® will review the landscape of options and tools available to minimize your tax burden and increase your personal wealth.  The following will be discussed in detail, along with a panel of professionals for specific Q&A.

• ERISA Plans: Safe Harbor 401(k), Defined Benefit, Cash Balance, SEP, SIMPLE IRA
• S-Corporation, LLC, C-Corporation elections
• Asset Protection techniques for business owners
• Opportunity Zones and Alternative Investments: private equity, real estate, private credit
• Executive Compensation Plans: base level, performance based, retention based, firm based
• Estate Tax Planning: GRAT, family LLC/LLP, special needs trusts
• Understanding 1031 and 1035 exchanges: also, understanding ‘step-up’ and Roth features
• Cash Flow: access to cash on a tax-free basis using loans
• Donor Advised Funds: utilizing a tax tool in the sale of your business

Kristofer will describe how to develop a thoughtful process to address the main issues surrounding year-end tax and investment planning.  This process will maximize your personal wealth, minimize the tax burden of business ownership, and help you thoughtfully create a financial legacy for your family.

Expert and experienced panelists include:

• Business & Estate Attorney
  
• Certified Public Accountant – Scott Wilson, CPA, CFP®, Forbes Capital Solutions
• M & A Advisor – Robert Hild, Chairman and Managing Director, ACT Capital