November 2023

November 2 – The Five Conversations that Drive Business Succession Planning; presented by Joe Strazzeri, Esq. and Shelley Lightfoot, CEPA
Just as there are many types of advisors (from multiple disciplines) that help business owners with different parts of the business succession process, there are also many ways to engage owners in the conversation.  Depending on the owners current “pain” and state of mind, they may be more driven by the prospect of reducing taxes, increasing the value of the business, or resolving an internal conflict.  Join Joe and Shelley for this dynamic conversation about how to take owners as they come, identify their true issues, and then engage for the conversation that will drive the entire planning opportunity for you and your collaborative team.

November 9 – Pre-empted for Orange County EPI Chapter Meeting
Join us for M&A Deal Breakers and War Stories;  presented by Channing Hamlet and Michael Kim. 
For full description and to register, go to: www.SCInstitute.org/EPIOC

November 16 – Strategies to Exit Highly Appreciated Stock; presented by Greg Banner, CFP ®, CLU ®, CRTP
Clients sometimes will accumulate large public stock positions from various sources and often feel locked in because of low tax basis - and they want to avoid the 20%+ capital gains tax.  Greg will share a few strategies he has used for amounts from $1M to $200M.  Find out how to help your clients defer income taxes, diversify the position, and provide liquidity when needed.

November 23 –  Pre-empted for Thanksgiving

November 30 - Pre-empted for Strazzeri Mancini LLP and Southern California Institute Team Building Event

Every 5th Thursday, the Strazzeri Mancini LLP and Southern California Institute Teams close the offices early to enjoy an afternoon of fun team building activities.

December 2023

December 7 - Strazzeri Mancini and Southern California Institute Holiday Open House
Join Us for Networking and Holiday Cheer!

You can return to this page anytime to register for additional meetings.