FisherBroyles Partner Gal N. Kaufman was a featured panelist at the Exit Planning Institute Summit in Scottsdale. In the session, titled, BUSINESS SUCCESSION & TAX PLANNING – HELPING YOUR CLIENTS RETAIN MORE, Gal N. Kaufman and the panel focused on both conventional and novel solutions designed to maximize profits stemming from the sale of a business. The panel discussed the latest charitable planning techniques, complex inter-family transfers, multi-generational life insurance structures, and innovative estate transfers for ultra-high net worth families, including those with uninsurable lives. The panel also spoke on how to profitably jump-start the Value Creation process through techniques that engage the client's interest at the onset of planning.
PRESS RELEASE
19 June 2023
Fisherbroyles Partner Gal N. Kaufman Recently Spoke At The Exit Planning Institute Summit In Scottsdale.
FisherBroyles Partner Gal N. Kaufman was a featured panelist at the Exit Planning Institute Summit in Scottsdale. In the session, titled, BUSINESS SUCCESSION & TAX PLANNING – HELPING YOUR CLIENTS RETAIN MORE...