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Spring 2021 Update: Tax and Estate Planning Strategies for High-Net-Worth Families
Released on Tuesday, March 2, 2021•TAXES
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.
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.
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