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WATCH | Learning Workshop Series: Exit & Tax Planning

Advanced tax strategies for maximizing your liquidity event.

JUN 10, 2025Virtual

Event summary

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.

Watch the recording

What was covered

  • 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+
  • 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.

In the room

Paul WestManaging Partner

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