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November Speaker Breakfast Meeting - Jeffrey T. Getty

Date: Thursday, November 3, 2022
Time: 7:30am - 9:30am
Location: North Palm Beach Country Club
Speaker: Jeffrey T. Getty, MS TAX, CFP®, AEP®

The Palm Beach County Estate Planning Council invites
2022-23 dues current members to:

Speaker Breakfast Meeting
Thursday, November 3, 2022


North Palm Beach Country Club
951 US Highway 1
North Palm Beach, FL 33408

7:30 AM Coffee and Networking
8:00 AM Presentation

Speaker: 
Jeffrey T. Getty, MS TAX, CFP®, AEP®
Key Private Bank


Topic:
Business Succession Planning

This program will focus on the attorney's role in delivering advisory services to business owners who want to:  maximize the value of their business; develop and retain key employees; prepare for the transfer of ownership; implement tax strategies and legacy planning. In this session you will learn how to become an indispensable member of an advisory team by integrating tax strategies for owners throughout the business lifecycle with a particular emphasis on charitable strategies, including challenges and opportunities created under the Tax Cut and Jobs Act of 2017 (TCJA).    

**Please register by October 28, 2022**

Generously sponsored by:

Diamond Sponsors

Platinum Sponsors

Gold Sponsors

See Upcoming Event Calendar