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Tax Strategies to Protect Wealth from Pending Tax Reform
Released on Wednesday, April 7, 2021•TAXES
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.
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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