EXCLUSIVE DMI WEBINAR

SUNSET & ADVANCED PLANNING Q&A ROUNDTABLE

LIVE WEDNESDAY | DEC 04 | NOON ET | 🕒 60 mins

register now!

The sun will set on the Tax Cuts and Jobs Act (TCJA) provisions in a year. Proper planning begins now for High Net Worth clients & Business Owners.  

This Q&A Roundtable is designed to equip you with the knowledge and strategies needed to effectively discuss the TCJA Sunset and associated estate and tax planning opportunities with your clients. 

GOT QUESTIONS? 

Submit all questions related to Business Insurance, TCJA Sunset, and Advanced Planning (including hypothetical or actual case questions) ahead of the webinar by emailing Declan at ddonahue@dmi.com.  

Don’t miss this chance to stay ahead in your practice and provide invaluable insights to your clients. 

Featured PresenterS

BRIAN KERRIGAN
Business Wealth Creator

EXCELERATING BUSINESS GROWTH 

Brian Kerrigan is a business wealth creator who drives sales growth, profit growth, and multiple growth to rapidly enhance the valuation of his clients’ businesses. Brian also specializes in minimizing annual taxes and capital transaction taxes. The combination of enhanced wealth creation and tax minimization creates personal asset levels that can lead to a life of absolute freedom and a dynastic legacy for the family. 

ED PRATESI
Business Valuation & Transition Strategies Expert

Valuation & Transition Strategies, LLC 

Since 1995 I have completed hundreds of valuation and advisory engagements for private company clients. Areas of specialty include estate and gift tax, minority interest transactions, charitable contributions, intangible assets, asset holding companies, Section 409A compliance, merger & acquisition advisory, and Personal Goodwill allocation studies. 

BRIAN KERRIGAN
Business Wealth Creator

EXCELERATING BUSINESS GROWTH 

Brian Kerrigan is a business wealth creator who drives sales growth, profit growth, and multiple growth to rapidly enhance the valuation of his clients’ businesses. Brian also specializes in minimizing annual taxes and capital transaction taxes. The combination of enhanced wealth creation and tax minimization creates personal asset levels that can lead to a life of absolute freedom and a dynastic legacy for the family. 

ED PRATESI
Business Valuation & Transition Strategies Expert

Valuation & Transition Strategies, LLC 

Since 1995 I have completed hundreds of valuation and advisory engagements for private company clients. Areas of specialty include estate and gift tax, minority interest transactions, charitable contributions, intangible assets, asset holding companies, Section 409A compliance, merger & acquisition advisory, and Personal Goodwill allocation studies. 

Tom Perrone
President & Founder, New England Consulting Group of Guilford, Inc. Member, Business and Personal Benefit Planning Group

Get in the game with one of the winningest veteran coaches in the business. For over 50 years, Tom Perrone has been guiding business owners and their advisors in the various areas of business planning. He’s built a turn-key marketing system targeting the right business owners and is a published author as well as podcaster. 

JOSH RHEM
Vice President – Life Sales DMI

Joshua Rhem has 15+ years of experience in Insurance and Investment services, with experience as a Registered Investment Advisor to financial institutions, an insurance producer and wholesaler. Josh has always been interested in making sure insurance is viewed as a vital component of a well-constructed comprehensive financial plan. 

Tom Perrone
President & Founder, New England Consulting Group of Guilford, Inc. Member, Business and Personal Benefit Planning Group

Get in the game with one of the winningest veteran coaches in the business. For over 50 years, Tom Perrone has been guiding business owners and their advisors in the various areas of business planning. He’s built a turn-key marketing system targeting the right business owners and is a published author as well as podcaster. 

Tom Perrone
President & Founder, New England Consulting Group of Guilford, Inc. Member, Business and Personal Benefit Planning Group

Get in the game with one of the winningest veteran coaches in the business. For over 50 years, Tom Perrone has been guiding business owners and their advisors in the various areas of business planning. He’s built a turn-key marketing system targeting the right business owners and is a published author as well as podcaster. 

JOSH RHEM
Vice President – Life Sales DMI

Joshua Rhem has 15+ years of experience in Insurance and Investment services, with experience as a Registered Investment Advisor to financial institutions, an insurance producer and wholesaler. Josh has always been interested in making sure insurance is viewed as a vital component of a well-constructed comprehensive financial plan. 

Claim Your Seat!

Don’t miss your chance to help clients expect the unexpected. 

What You'll Learn

  • How to talk with clients about the urgency of planning now
  • Advanced planning strategies to avoid excessive estate & income taxes
  • Tax efficient strategies to create a legacy
  • A "2-minute survey" to uncover business needs
  • Proven ways to win bigger cases in the business owner market.

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