Strategy Session

This session is for Wealthpreneurs who need clarity quickly.

You will be asked to specify your topic when you book your session. Example topics include:

• What options do I have for the future transfer of ownership of my business?
• How can my family prepare for a possible attack by the IRS Wealth Squad?
• Should I consider alternative investments as part of my asset allocation?
• What are my opportunities to reduce taxable gain upon sale of a business or highly appreciated asset?
• Would establishing a virtual family office make sense for my family?
• How will my current wealth transfer plan be impacted by future changes in the estate tax laws?
• Do I need a fractional CFO?

Book a session today to hear David’s insights about business, tax, and financial matters to help steer you in the right direction.

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