You’re Invited to Watch a Virtual Experience with CEO Coaching International

Tues., June 10, 2025
9am PT / 12pm ET
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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.

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