Your Closely Held Business Interest is Worth More Than it's Worth (and other IRS truths from the 2704 Regulations)

Date: Wednesday, October 5, 2016
Time: 12:00pm - 1:00pm
Location: Riverside Country Club - Provo
Speaker: Geoff Germane, JD, AEPĀ®, EPLS

Attorney Geoff Germane is a member of Kirton & McConkie's Tax and Estate Planning practice section. His focus is on estate, tax, business, and asset protection planning. He advises individuals and business owners on legally sound strategies to protect their assets and reduce or eliminate taxes. He counsels clients on legacy planning to maximize intergenerational wealth and reduce family stress and tension.

Presentations have included Beyond Plain Vanilla: Unique Tax and Financial Planning Opportunities with Charitable Trusts, Program-Related Investments and L3Cs: An Underutilized Tool for Private Foundations and the Key to the Toolshed?, What in the World is Estate Planning, Most Common Legal Mistakes Families Make, Most Common Legal Mistakes Business Owners Make. Mr. Germane is a Distinguished Faculty member for Lorman Education Services. His most recent webinar was The Three-Edged Sword of Discretion: Designing Discretionary Distribution Standards to Protect the Settlor, the Beneficiary and the Trustee.

Mr. Germane is certified as an Accredited Estate Planner® with the National Association of Estate Planners and Councils and as an Estate Planning Law Specialist with the Estate Law Specialist Board.

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