Maintaining cash flow post retirement for private business owners Amir Homayoun Rafizadeh known as “Network Sommelier” How...
Usually 1 st  concern post retirement
Generally speaking 2 nd  concern post retirement
Biggest concern for private business owners
Power of future giving Your own family charity
Power of future giving Your own family charity
Charity receiving $257k per year for 25 years totaling $6.4M
Heirs receiving $5.5M at the end of the TCLAT term
Net worth on one page
 
 
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May Case Study

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The top 3 concerns (amongst others) of a private business owner when planning for an exit and succession planning with family members are the following:
1) Maintaining current lifestyle
2) Providing for surviving spouse
3) Making sure there is plenty of liquidity when they decide to purchase another asset/business and they are not forced to sell an illiquid asset at the wrong time(remember 2008?)

Published in: Education, Technology, Business
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May Case Study

  1. 1. Maintaining cash flow post retirement for private business owners Amir Homayoun Rafizadeh known as “Network Sommelier” How to reduce income tax's How to reduce estate tax liability Items not covered by Your current advisor
  2. 2. Usually 1 st concern post retirement
  3. 3. Generally speaking 2 nd concern post retirement
  4. 4. Biggest concern for private business owners
  5. 5. Power of future giving Your own family charity
  6. 6. Power of future giving Your own family charity
  7. 7. Charity receiving $257k per year for 25 years totaling $6.4M
  8. 8. Heirs receiving $5.5M at the end of the TCLAT term
  9. 9. Net worth on one page

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