EPI Utah Chapter Event | May 25, 2023 Understanding Exit Planning 3-year CEPA Credential Continuing Education

3-year CEPA Credential  Continuing Education Renewal Fee

and community

The Exit Planning Institute (EPI) has a co-branded version of the Empowering Business Owner Conversations keynote presentation to be conducted with John Hancock Investment Management team members

can serve for a good 30-minute discussion

What numbers your clients should be prepared to share with their agency and why those numbers matter

EPI Utah Chapter Event | May 25, 2023 Understanding Exit Planning 3-year CEPA Credential Continuing EducationHow Opportunity Zones are used to reduce capital gains for a business owner. Opportunity Zones and Opportunity Zone Funds were established by the 2017 Tax Cuts & Jobs Act as a way to drive capital and resources into communities that had been left behind in the recovery after the Great Recession. The main tax advantages are the initial deferral and reduction of capital gains taxes after the sale of any capital asset including privately held businesses