TAXES

Cory Grant

Founder,

Grant Partners, Inc.

  • Sought-After Advisor, Author, & Tax Strategist
  • Nationally Recognized Advanced Estate & Tax Expert
  • Member of California State Bar Since 1994

About Cory

For over 25 years, Cory Grant, JD has worked with affluent families, privately-held businesses, and non-profit organizations to design and implement advanced tax strategies, estate plans, wealth protection techniques, and business succession plans. Among his specialties are creating intuitive succession and retention plans for companies and families with investment real estate holdings. In addition, Mr. Grant is well known for his innovative planning approaches to complex family or entity structures. He is one of the nation's experts in life insurance premium financing and estate planning with large retirement accounts.

Cory's Videos

The pending changes in tax policy continue to evolve. Some of the proposals are very aggressive and are likely to impact not only investing, but your estate plan as well. Learn which provisions are likely to become part of tax reform and learn proven strategies to minimize the impact on your wealth. In this workshop, Cory Grant will show you how to use tax tips and strategies to keep your wealth in the family.
Senators Sanders and Whitehouse have formally introduced an aggressive tax reform, the likes of which have not been seen before. Learn which provisions are likely to become part of tax reform and learn proven strategies to minimize the impact on your wealth. In this workshop, Cory Grant will show you how to use tax tips and strategies to keep your wealth in the family.
Learn what Biden's first 100 days tell us about tax policy and potential changes. Key discussion points will detail the tax tips and strategies utilized by Americas wealthiest families for generations, fine-tuned for today. This session will focus on tax reduction strategies that help you build wealth and keep it in your family.
Learn about the tax tips and strategies utilized by Americas wealthiest families for generations. This session will focus on tax reduction strategies that help you build wealth and keep it in your family.