EPI Greater Los Angeles Chapter Event | March 22, 2023 CEPA Programs 2026 (General) Work through a live case

Work through a live case study showing how the Capitalize 21-step model using the five stages of value will help you deliver consistent exit planning advice at scale

through both virtual and in-person events throughout the year

Event Sponsor:

“On February 7th 2007

While most business thinkers focus on the endgame

EPI Greater Los Angeles Chapter Event | March 22, 2023 CEPA Programs 2026 (General) Work through a live caseThis discussion will provide an overview of different charitable planning strategies, considerations and tax planning benefits that should be discussed with business owners as they are planning for the exit or transition of their business. Overview of charitable planning vehicles Considerations when gifting business interests Tax benefits of gifting business interests