FisherBroyles Partner Gal N. Kaufman recently spoke at the Exit Planning Institute Summit in Scottsdale.
Jun 16, 2023
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.
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