You are Invited: Pre and Post Transaction Planning- Lunch & Learn
April 1, 2019
Invitation: Join us for the lunch and learn focused on Pre and Post Transaction Planning – “Optimizing Equity Compensation & Preserving and Growing Wealth”.
Who: For Entrepreneurs, Executives, Closely Held Business Owners
When: April 16th, 2019 at 11:45 a.m. – 1:00 p.m.
Where: MindSpace – 575 Market Street, 4th Floor, San Francisco
By: Kranz & Associates and The Whitfield Group at Morgan Stanley
Optimizing Equity Compensation for Post Tax Cash Flow
Founders Shares, Compensatory Stock Options, Qualified Small Business Stock;
Compounding Post Transaction Wealth with Trust & Non-Trust Structures.
Titling Assets with Revocable Trusts
Freezing Asset Values with Intentionally Defective Trusts
His & Her (Spousal) Intentionally Defective Trusts
Grantor Retained Annuity Trusts
Discounting Asset Values with Family Limited Partnerships
- Bringing all Together: Modeling the Economic Benefits of Planning v. No planning
- Illustration of post transaction wealth compounding with no planning
- Illustration of post transaction wealth compounding with planning