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

Thursday, November 14
10:00 am - 12:00 pm

This event has been cancelled - all that registered will receive a refund.

IFC Financial seminar - April 11 2018_3

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:


  • Member $25
  • Non-member $35