WATCH | Learning Workshop Series: Exit & Tax Planning

WATCH TODAY

Is your tax strategy keeping pace with your success? When it comes to major liquidity events like a business sale or managing concentrated stock positions, advanced tax planning is not just smart; it’s essential to preserving your hard-earned wealth and fueling your next chapter.

Watch our virtual CEOCI Learning Workshop, recorded on Tuesday, June 10, at 9am PT / 12pm ET, as we dive into Maximizing Liquidity Events: Advanced Tax Strategies for CEOs.

Paul West, Managing Partner at Carson Wealth and a trusted expert in financial planning for high-net-worth individuals, leads this highly practical session on the innovative tax strategies that can help you keep more of what you’ve built.

What We Covered During the Session:

• How to dramatically reduce or eliminate taxes on business sales and major liquidity events.
• Smart philanthropic gifting strategies to lower taxable income while supporting meaningful causes.
• Opportunity Zones as a powerful tool for capital gains deferral and potential elimination.
• Advanced investment strategies like AQR Flex and Delphi+ that:
  • Generate capital and ordinary income losses
  • Create “tax alpha” to boost after-tax returns
  • Help manage concentrated stock positions and taxable portfolios
• Real-world case studies showing how CEOs have saved millions by utilizing these strategies, rather than paying full taxes.
• Introduction to Carson’s “Solve for Zero” framework aimed at completely eliminating tax drag from your portfolio.

Watch today to learn how to turn your next big liquidity moment into long-term financial success.