Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency


We always hear that estate taxes are avoided by wealthy people with savvy advisors, and we sometimes are told that such taxes fall hardest on less savvy owners of family businesses. Well, legal and tax savvy pays off for anyone gathering assets for any purpose, including long-term goals like estate planning and asset protection.

How not to be penny-wise and pound foolish – this webinar discusses this, and much more.

Principal Audience: Attorneys and Advisors, Business Owners and Executives, Investors

Partner: ChamberWise, West LegalEdcenter

Meet the Panel:

Allan S. Epstein

Allan S. Epstein is the Managing Partner of the accounting ...

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Christopher Cahill

Christopher Cahill

Mr. Cahill is Head of the Bankruptcy and Restructuring Practice Group ...

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Jay M. Pollack

Jay is a managing principal at Laurus Strategies for Wealth.  ...

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Jeffrey D. Shelley

Jeffrey D. Shelley focuses his practice on estate planning, estate and ...

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