Pre-Liquidity Tax Planning for Founders & Executives
- This event has passed.
When it comes to preparing for a significant business liquidity event, the key is to plan early and often. How do you juggle financial success, tax savings and family harmony given ongoing market volatility and uncertainty over U.S. tax policy? This presentation offers insights and strategies to help founders and executives successfully navigate the transition from entrepreneur to investor while balancing their succession and wealth transfer planning.
Justin T. Miller J.D., LL.M., TEP, AEP, CFP
Partner & National Director of Wealth Planning
Evercore Wealth Management LLC
Justin Miller, J.D., LL.M., TEP, AEP®, CFP®, is a Partner and National Director of Wealth Planning at Evercore Wealth Management and Managing Director at Evercore Trust Company, where he works with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In addition, he is a frequent keynote speaker at major conferences, has published numerous articles, and is regularly quoted as an industry expert in the media. Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law.
Tuesday, September 14
4:00 PM – 5:10 PM Greeting/Presentation
5:10 PM – 5:30 PM Networking
Registration closes at 1pm the day of the event
One (1.0) CPE credit available. Field of Study: TBA
FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.NASBARegistry.org.