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Date: February 11, 2021
Time: 11:00 am to 12:30 pm PST
Cost: $15 Members
Speaker: Kelly R. Smith, CLA, ChFC, RFC
This presentation will discuss programs designed to enable business owners to reposition taxable profits into Tax Exempt Retained Capital ™ (TERC™), using one or more of CapitalSmith’s Offset Strategies™, including, but not limited to CapitalSmith’s Pre-Leveraged™, and/or Capitalized ESOP™, as components, which, when properly combined with the appropriate trusts and additional agreements, forms a Fully Insured Financial Infrastructure™. This results in businesses that have a stronger structure, to accelerate growth, be asset-protected, allow for a smoother more efficient succession and exit with higher NET retirement.