Cory Grant photo

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 more than 30 years, Cory Grant has developed his expertise in the design and implementation of advanced estate plans, wealth protection techniques, executive retention programs, and business succession strategies for families, privately held businesses, and non-profit organizations. He has been an active member of the California State Bar since 1994. Among Mr. Grant’s specialties is creating intuitive succession and retention plans for companies and families with investment real estate holdings. In addition, he is well known for his innovative planning approaches to complex family or entity structures. Mr. Grant’s holistic approach has led to increasing family office engagements in recent years. For many years, he has been acknowledged as one of the nation’s experts in life insurance advisory, consulting with life carriers on product design and pricing. Mr. Grant also advises non-profit organizations on executive retention strategies and methods to protect and grow charitable contributions.

 


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.