Lunch & Learn
Exemption Planning: The New Legal & Tax Defense Landscape
Brought to you by Trust-CFO
Presenters: Raymond F. Olmo CEP RFC and Dustin I. Nichols, Esq.
Every State has specific exemption planning criteria. Attend this presentation to learn how to maximize your clients’ legal protection and wealth preservation rights in changing times and new legal and tax defense landscapes.
TRUST-CFOsm is the leader in tax and creditor Exemption Diagnostics, Planning and ongoing Administration. We have developed the industry’s only Exemption Diagnostic tool that calculates all tax and creditor exemptions on both federal and state levels to prove up our clients are doing everything legitimately possible to optimize tax savings and maximize protection from unfriendly creditors and frivolous lawsuits.