2026 Advanced Tax Planning Workshop

Join EPI Faculty member, Joe Strazzeri, Esq., CEPA, as he radically expands on the legal/financial/tax strategies considering Timing, Combining, and Sequencing originally discussed in the CEPA program. Most businesses don’t sell at the last minute because of The Math. Done in advance, tax mitigation strategies can have a huge impact on the net number that hits the owners bank account once it’s all said and done.      

This workshop will cover advanced estate planning techniques and hot topics for business owners including estate tax exemptions, portability, ILITs, discounting, buy/sell agreements, and the ten ways out of highly appreciated property. Also learn the alphabet soup of capital gains and income tax strategies as well as charitable giving vehicles such as: NINGs/DINGs, IDGTs, QOZs, CGAs, DAFs, PFs, CRTs, CLTs, and more.  Limited to 40 attendees.

When: Sunday April 19th from 7 am - 11:30 am

Where: Gaylord Opryland Resort & Convention Center in Nashville, TN