You’re Invited to a World-Class Virtual Experience with CEO Coaching International

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

RSVP 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.

Join us for the next virtual CEOCI Learning Workshop 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, will lead this highly practical session on the innovative tax strategies that can help you keep more of what you’ve built.

What You’ll Gain:

  • How to reduce tax burdens during major liquidity events.
  • Strategies to offset capital gains and ordinary income for more powerful financial outcomes.
  • How to structure flexible portfolios that align with evolving personal and business goals.
  • Real-world case studies that demonstrate how CEOs have preserved wealth through strategic tax planning.

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

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