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SUMMER & FALL 2020table of contents
We2 Thought Leader Community 1
SCI Executive Director Updates 2
SCI Faculty Highlights 3
SCI Standard Programs at a Glance 4
Thursday Insights by Month 5
Community Insights 10
EPI SoCal Chapter Meetings Schedule 11
EPI Masterclass™ Program 12
Gathering 2021 & 10th Annual Margaritaville 13
Holiday Open House 2020 14
Care to Know Family of Companies 15
Specific Specialists Private Placement Life Insurance ExpertPremium Finance SpecialistDisability Insurance SpecialistSocial Security SpecialistCare Management SpecialistMedicare ProfessionalLife Settlement SpecialistLong-term Healthcare ProfessionalBuy/Sell Agreement PlannerPolicy and Annuity Review ExpertEmployee Benefits SpecialistCapital Gains and Income Tax Reduction StrategistEstate Tax Reduction ExpertSmall Business Loan Officer1031 Exchange ExpertDonor Advised Funds ExpertCaptive Insurance Company ExpertOffshore PlannerLong-term Healthcare SpecialistSenior and Veterans Benefits ExpertEntity Structure ExpertPrivate Equity ExpertESOP Expert
Digital Asset and Currency PlannerWebsite Development/Manager
Search Engine Optimization ExpertLead Generation Expert
Business Outsource ProviderPrinter
Graphic DesignerPractice Management Expert
Hospice and Support GroupsIn-home Care Provider
Placement SpecialistIT Expert
Sub-SpecialistsMoney ManagersInvestment ManagersLife Insurance SpecialistProperty & Casualty Insurance BrokerRetirement PlannerTax Strategy SpecialistTax PreparerWealth Transfer StrategistCharitable PlannerCommunity FoundationsTrust OfficersCommercial and Business BankerPrivate Banker
Mortgage Loan OfficerCommercial Real Estate Broker
Residential Real Estate BrokerEstate Administration Attorney
Estate Settlement AttorneyAsset Protection Trust Attorney
Family Law AttorneyMedi-Cal Attorney
Special Needs Benefits AttorneySenior Aging and Memory Care Provider
Business Succession PlannerCertified Exit Planning Advisor
Value Acceleration ExpertTransactional Attorney
Mergers and AcquisitionsInvestment Banker
Business BrokerValuation Expert
Business Coach or ConsultantBusiness Turnaround Specialist
Family Governance ExpertFamily Dynamics Counseling
Counseling and CommunicationBusiness Development
Messaging and Branding
Core TeamFinancial/Wealth Planner
Estate Planning AttorneyCPA/Accountant
BankerReal Estate Professional
Business Consultant
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SUMMER & FALL 2020
Helping advisors and families See Past the Line Uncommonly creative, leading edge not bleeding edge
We2
A Thought Leader Community
2SUMMER & FALL 2020
Dear Friends and Members,
What an interesting and challenging 2nd quarter we’ve all had! Like
many of you, we worked from home starting in mid-March and are now
happy to have the team back together in the office as of June 1. Although
we managed to stay connected with advisors, partners, clients, and
friends via webinars, zoom, conference calls and even a few brave, in
person meetings, it just hasn’t been the same.
Living in a Virtual World: As you likely know by now, SCI made the
decision early during the stay-at-home order to go virtual through
the rest of the year with all our Standard Programs such as Thursday
Insights, Community Insights, and EPI Chapter Meetings as well
as events with Collaborative Partners including Practice Developer
Programs, Family Care Workshops, Business Owner Forums, and
Specialty Events. We have never been more pleased that we rolled out our
digital SCI Academy a few years ago.
Speaking of the SCI Academy and virtual events, you
can check out everything that is currently scheduled
for the rest of the year on our Events Calendar, as well
as access prior recordings (in the Products section),
here: https://sciacademy.socialjack.com. Most are free
to attend and/or access the recordings within a week
after. You can also explore paid membership options
by clicking on the link at the bottom of the left
side bar.
Thought Leadership/Partnering with SCI: We’ve continued to grow
and expand our thought leadership by offering relevant, unique, virtual
events such as “Conversations with Clients – This Week,” a Virtual
Happy Hour Series for Business Owners, and Zoom Pod Networking
Meetings. If you’d like to explore ways to partner with SCI, please
contact Taz (taz@strazzerimancini.com; 858-200-1911) and she will
schedule time for us to chat.
Save the Dates (Live!?!? with social distancing, of course):
10th Annual Margaritaville – September 17; 2:30 – 5:00pm
Best Margarita Recipe and Best Mask Contest! Join us as we spread
throughout the office, patio, and parking lot to enjoy each other’s
company, margaritas, and creative masks. Send us your margarita
recipes – we’ll taste them all and choose the top three to serve at the
mixer along with some delicious south-of-the-border treats. Can your
favorite beat last year’s winner?
Holiday Open House – December 3; 11:00am – 6:00pm
As we celebrate this season with different meaningful symbols and rich
traditions, may we also remember to celebrate the many things we share.
We invite you, our Friends and Family, to join us at our annual open
house for refreshments, drinks, and caroling!
The Gathering 2021 – February 25 & 26
Please join us for our 17th annual Gathering for two days of shared
insights, education, and collegiality. The Gathering is an annual event for
all professionals in Tax, Wealth, Business, and Estate Planning.
Exit Planning Institute: All 3 Southern California EPI Chapters are still
going strong and meeting virtually each month on the same repeating
schedules (see page 12). As award winning chapter presidents, Melisa and
Joe have both participated in and offered support to EPI National as well
as other chapters across the country that have struggled to offer virtual
programs. We’ve also implemented monthly Zoom “Pod” Meetings to
provide members with networking opportunities.
In addition, EPI developed a top-notch virtual classroom
experience for the CEPA Program called Masterclass.
Joe is one of a few faculty members that flew out to
Cleveland to record his course on Integrated Tax, Estate,
and Charitable Planning for Business Owners course
and continues to interact and guide new CEPA students
during the course offerings and beyond.
Family & Business Counseling:
Strazzeri Mancini LLP – Our Family Governance and Family Business
Conflict Counseling departments are booming, and we love it! Click here
to learn more: www.StrazzeriMancini.com/Pre-Governance.
The Founders Group – Clients often come to TFG with a pain point
or one-up that needs to be resolved before they can even consider
developing a transition plan. We are happy to help with those as well!
As such, TFG developed The Five Transition Goals, along with a list of
deliverables that may help. Check it out here: www.FoundersGroup.biz/
the-five-transition-goals
Thanks so much for reading my letter and checking out our newly
formatted SCI Magazine! I look forward to seeing you soon,
Shelley Lightfoot, Executive Director
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SUMMER & FALL 2020
WELCOME! SCI Instructors added last semester:
Jay Adkisson, Esq.The Law Firm of Jay D. Adkissonjayad.comJudgement Enforcement, Captive Insurance Planning & Litigation, Anti-SLAPP Litigation
Yvonne Amrine, Esq.Amrine Lawamrinelaw.comElder Law, Estate Planning, Special Needs Trusts, Probate Estates
Caroline Banzali, JD, PartnerSquar Milnersquarmilner.comMerger & Acquisition Services
Marty Burbank, Esq.OC Elder Law by Marty Burbankocelderlaw.comElder Law, Asset Protection, Estate Planning, Long-Term Care, Medi-Cal Planning, Probate, Special Needs Planning, Trust Administration, Trust Litigation, Veterans Benefits, Conservatorships
Rone Davis, AIF®, CLU®, ChFC®, MSFS, CFP®
Daviman Financialdavimanfinancial.comAsset Management, Estate Planning, Tax Planning and Financial Planning
Bruce Givner, Esq.KFB Law Groupkfblawgroup.comHigh-Net Worth Estate and Income Tax Planning, Asset Protection
Channing Hamlet, Managing DirectorObjective Capital Partnersobjectivecp.comInvestment Banking
Julie Keyes, CEPAKeyeStrategieskeyestrategies.comExit Planning & Value Growth, Entrepreneurship for Women
Steve Sefton, PresidentEndeavor Bankbankendeavor.comBusiness Banking
Simon Singer, CFP, CAP
Center for Tax Strategies and Resourcescenterfortaxstrategiesandresources.comRetirement Planning, Strategic Financial Planning, Insurance Strategies
Kim Simms, Esq.Law Office of Kimberly Simmssimmslaw.comCorporate & Business Law, Marijuana Business Formation & Operation, Hemp & CBD
Dan Yates, CEOEndeavor Bankbankendeavor.comBusiness Banking
FEATURED THOUGHT LEADERS
Carmen Bianchi, Family Business CounselorThe Law Firm of Strazzeri ManciniCarmen@strazzerimancini.com(858) 200-1900www.StrazzeriMancini.comSan Diego, CAFamily Governance Counseling
As a family business counselor, Ms. Bianchi has served as a facilitator for family business retreats and conflict resolution, founder and director of numerous family business forums, and an advisor on a variety of strategic business issues. Ms. Bianchi is an expert in family systems and the relationship between family, business ownership and the professional roles within a family firm.
After almost 30 years, Carmen continues to fulfill her passion of working in the field of family business consulting through:
• Working with her associates at Strazzeri Mancini LLP as they continue Carmen’s legacy of counseling with family businesses to address the issues they face;
• Working with Universities worldwide in creating family business programs;
• Teaching at the Fowler College of Business at SDSU for the Entrepreneurial Major; and
• Keynote speaking on topics such as family governance, structures, and boundaries that family businesses need to avoid conflict.
Matt Grupp, J.D., LL.M. in TaxationThe Grupp Law Firm LLCmatthew@grupplaw.com(307) 203-3005www.grupplaw.comJackson, WYPrivate Family Trust Company
Mr. Matthew Grupp is the managing attorney of the Grupp Law Firm LLC. He helps families of substantial net worth successfully protect and manage their wealth through comprehensive and integrated legal, tax, wealth strategies, and family governance programs. His experience and training allows him to help his clients protect their families by successfully navigating the added complexity wealth introduces into their lives.
Grupp’s practice model encourages a high degree of collaboration with his clients, their family members, and their other trusted legal, tax, and investment advisors to design and administer comprehensive and integrated wealth strategies and family governance programs to preserve, protect, and promote family legacies and to promote charities of his client’s choosing.
SCI Faculty Highlights
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SUMMER & FALL 2020
JULY AUGUST SEPTEMBER OCTOBER NOVEMBER
7/1 at 2:30p – EPI SD: Zoom
(Pod) Networking
8/5 at 2:30p – EPI SD: Zoom
(Pod) Networking
9/2 at 2:30p – EPI SD: Zoom
(Pod) Networking
10/1 at 2:30p – Thurs Insights:
Conversations with Clients-
Getting to the Heart of It
11/4 at 2:30p – EPI SD: Zoom
(Pod) Networking
7/2 at 2:30p – Thurs Insights:
Family & Business Dynamics:
Discovering Unexpected
Alternatives
8/6 at 9:00a – Community
Insights: “The Five Transition
Goals:” Increasing Profits &
Net Cash Flow Vs. Increasing
Enterprise Value
9/3 at 2:30p – Thurs Insights:
Qualified Plan Case Studies:
Positives, Pitfalls and How to
Get to Step 2
10/7 at 2:30p – EPI SD: Zoom
(Pod) Networking
11/5 at 9:00a – Community
Insights: From “The Five
Transition Goals” – Align
Owner, Team, and Family
Versus Solidifying Choices for
Your Business Transition
7/9 at 7:30a – EPI LA: U.S. Tax
Considerations for Businesses
Operating Abroad
8/6 at 12:00p – Community
Insights: Trustee Training -
Rights and Responsibilities
9/10 at 7:30a – EPI LA: Helping
Affluent Families Avoid or
Resolve Conflict
10/8 at 7:30a – EPI LA: Don’t
Just Sell Your Business,
Preserve It- Various Estate
and Tax Considerations When
Selling a Business
11/5 at 12:00p – Community
Insights: The Alphabet Soup of
Integrated Tax, Estate, Asset
Protection, and Charitable
Planning for Business Owners
7/9 at 2:30p – EPI OC:
Business Operations & Tax
Considerations in the “New
Normal”
8/6 at 2:30p – Thurs Insights:
Engaging Physicians – Where
Are We Now?
9/10 at 2:30p – EPI OC: 21 Ways
to Reduce, Defer, or Eliminate
Capital Gains Tax
10/8 at 2:30p – EPI OC: ESOPs:
A Tax Advantaged Liquidity
Option for Business Owners
11/5 at 2:30p – Thurs Insights:
Why Wyoming? Asset
Protection in the Wild,
Wild, West
7/9 at 2:30p – Thurs Insights:
AB5, What? Employee or
Independent Contractor?
8/13 at 7:30a – EPI LA: Bus.
Succession - When to Hire Your
Kids Versus a
Management Team
9/10 at 2:30p – Thurs Insights:
Raise the Gaze™:
Exercises 3 & 4
10/8 at 2:30p – Thurs Insights:
A Bumpy Road Ahead for
Business Owners
11/12 at 7:30a – EPI LA:
Effective Marketing Strategies
for Exit Planning
7/15 at 2:30p – EPI SD: Small
Business Loans- Where Are We
Now & What Did We Learn?
8/13 at 2:30p – EPI OC:
The Entole™ Private Family
Trust Company- A Bespoke
Fiduciary Solution
9/16 at 2:30p – EPI SD: Third
Party Sales and the M&A
Process: Maximizing Value
and Terms via The Controlled
Auction Process
10/15 at 2:30p – Thurs
Insights: Private Family Trust
Companies as a Best Practice
for Family Enterprises
11/12 at 2:30p – EPI OC:
Unlock the Hidden Value of
Your IP Assets
7/16 at 2:30p – Thurs Insights:
Raise the Gaze™:
Exercises 1 & 2
8/13 at 2:30p – Thurs Insights:
Understanding Charitable
Remainder Trusts
9/17 at 2:30p – 10th Annual
Margaritaville Mixer
(Socially Distanced)
10/21 at 2:30p – EPI SD:
Helping Families and
Stakeholders Gain a Renewed
Sense of Comfort
11/12 at 2:30p – Thurs Insights:
Raise the Gaze™:
Exercises 5 & 6
7/22 at 2:30p – EPI OC: Zoom
(Pod) Networking
8/19 at 2:30p – EPI SD: The
Cowboy Cocktail: Wyoming
LLCs/Trusts
9/23 at 2:30p – EPI OC: Zoom
(Pod) Networking
10/22 at 2:30p – Thurs Insights:
Intersection Between Estate
Planning and Elder Law
11/18 at 2:30p – EPI SD: Buy
Sell Agreement Disasters
7/23 at 2:30p – Thurs Insights:
Building Blocks to Eliminate
the Estate Tax
8/20 at 2:30p – Thurs
Insights: Update on Qualified
Opportunity Zones
9/24 at 2:30p – Thurs Insights:
Due Diligence Pre-Planning:
Making Sure the Sale Does
Not Derail
10/28- 2:30p – EPI OC: Zoom
(Pod) Networking
11/19 at 2:30p – Strategy
Roadmap: The 8 Steps
to Success
8/26 at 2:30p – EPI OC: Zoom
(Pod) Networking DECEMBER HOLIDAY SOCIAL EVENTS12/3 at 11:00a to 6:00p – Holiday Open House
12/10 at 2:30p – EPI Orange County Holiday Mixer
12/16 at 2:30p – EPI San Diego Holiday Mixer
8/27 at 2:30p – Thurs Insights:
10 Ways Out of Highly
Appreciated Property/Get Off
1031 Train w/o Dying
SCI Standard Programs at a Glance(Excludes Collaborative Partnerships for Practice Developer Programs, Family Care Workshops, and Specialty Events)
View full SCI Event Calendar: https://sciacademy.socialjack.com/events-calendar/
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SUMMER & FALL 2020
Register at www.SCInstitute.org/ThursdayInsights
July 2 – Family & Business Dynamics - Discovering Unexpected Alternatives Presented by Carmen Bianchi and Joe Strazzeri, Esq.
Families and family businesses are often faced with relational family and business dynamics as well as legal, financial, and integrated tax issues. Pre-Governance can help families strengthen or restore health in the family by creating alignment, building resilience and skill sets for navigating change and opportunity, and bringing the full-spectrum of integrated planning to the table. By doing so, we can discover unexpected alternatives, a broader array of choices than previously deemed possible, as well as consensus for action. Then, when traditional Family Governance rule sets are later developed, they answer questions like, What can we be passionate about together? or What do we aspire to achieve with our wealth, and why? Join Joe and Carmen as they share decades of experience of both family business conflict counseling and traditional governance and the advisor’s seat at the table.
July 9 – AB5, What? Employee or Independent Contractor? - Are We Married or Are We Just Dating? Presented by Alexis Bastedo, Esq. and Amanda Simpson, Paralegal
Whether we are married (an employee) or dating (an independent contractor) has always been a question that business owners should ask themselves, but on January 1, 2020, when Assembly Bill 5 became a law, California made the independent contractor relationship much harder to prove. While the law mostly targeted rideshare apps like Uber and Lyft, the rules have far reaching consequences that all employers and advisors should know. Alexis and Amanda will discuss the new law and the “ABC Test” to prove that a worker is an independent contractor (not an employee) as well as the rights of employees and the obligations of employers. It may be time for all business owners to take a second look at their business relationships because of this change in the law.
July 16 – Raise the Gaze™: Exercises 1 & 2 Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director
To prevail or thrive? Unprecedented in our generational cycle, the infrastructure of our communities has been stripped away. So many of our daily rituals have radically changed. This decrease in structure has the potential to short-circuit the virtuous cycle of leadership to community to leadership. Our resilience is tested. It doesn’t shrink, it expands. Chaos, it turns out, strengthens our resolve. Joe and Shelley will share how to form Resilience Communities to help entrepreneurs and their teams prevail in uncertain times over three presentations (July 16, Sept 10 & Nov 19) and a total of Six Raise the Gaze™ Exercises.
July 23 – Building Blocks to Eliminate the Estate Tax Presented by Bruce Givner, Esq. and Owen Kaye, Esq.
There are two structures that immediately reduce the estate tax to zero. One is the lifetime transfer tax exclusion, and the other is a private annuity. Both structures can be problematic, for example: Which exclusion should you assume will be in effect at death? Will the parent spend all the money received in annuity payments? Can you meet the exhaustion test? There are other structures that will reduce the estate tax to zero in short order or that generate large discounts such as GRATs, SCIN-GRATs, Family Limited Partnerships, and Generational Split Dollar Life Insurance. Life insurance, of course, is the ultimate tool to pay the estate tax. Join Bruce and Owen as they help us think through how thoughtful, comprehensive planning may allow not only large reductions in the tax, and the means to pay the
tax, but also the ability to not file an estate tax return, relieving the heirs of the anguish and expense of an estate tax audit.
July 30 – Pre-empted for Strazzeri Mancini LLP and Southern California Institute Team Building Event
Every 5th Thursday, the Strazzeri Mancini LLP and Southern California Institute Teams close the offices early to enjoy an afternoon of fun team building activities.
Thursday Insights for July 2:30 p.m. – 3:30 p.m.
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Register at www.SCInstitute.org/ThursdayInsights
August 6 – Engaging Physicians – Where Are We Now? Presented by Dr. Vicki Rackner
See how the COVID pandemic has impacted physicians’ finances--and your ability to engage them. Join Dr. Rackner to learn the challenges they’ve had, and are currently still facing, what is really going on in their mind, and how best to
help them make informed choices. There are ways to leverage these opportunities TODAY.
August 13 – Understanding Charitable Remainder Trusts and How They May Work For Your Clients Presented by Sandeep Varma
Join Sandeep to discuss the ins and outs of how Charitable Remainder Trusts work as well as the benefits to your clients, their families and their favorite charities. He will also share how to identify situations where CRT’s may (or may not) be appropriate.
August 20 – Qualified Opportunity Tax Planning: Updates and Current Opportunities Presented by Greg Banner, CFP®, CLU®, CRTP
The financial press primarily promotes the idea of investors investing in someone else’s Qualified Opportunity Fund often overlooking the possibility and benefits of the client creating their own Qualified Opportunity Fund. Join Greg to understand recent changes, opportunities, and new planning strategies that may be beneficial and contribute to asset growth.
August 27 – 10 Ways Out of Highly Appreciated Property and Getting Off the 1031 Exchange Train Without Having to Die Presented by Joe Strazzeri, Esq. and Danny Wexler, Esq.
The sale of real estate is often a very personal decision for families when balancing tax, cash-flow, asset protection, estate, and family concerns/opportunities. Likewise, real estate investors typically understand the rules and concerns surrounding: Swap till you drop 1031’s; Capital Gains and re-captured depreciation avoidance; Assets in ‘B’ and other irrevocable trusts; Assets in entities such as LLC’s and Corporations; and Assets in Family Limited Partnerships. However, these same investors may not be completely aware of the Ten Exit Strategies that may be more appropriate than traditional methods. Joe and Danny will have a dynamic discussion about how these strategies can help your real estate investor clients.
Thursday Insights for August 2:30 p.m. – 3:30 p.m.
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Register at www.SCInstitute.org/ThursdayInsights
September 3 – Qualified Plan Case Studies: Positives, Pitfalls and How to Get to Step 2 Presented by Trey Fairman, JD, LLM and Rone Davis, AIF®, CFP®, CLU®, ChFC®, MSFS
Join Trey and Rone as they share a couple of actual case studies that illustrate how Qualified Plans can create value by the numbers as well as bring to light the pitfalls and disasters of clients’ Qualified Plans that have gone wrong. In addition, this dynamic duo will share years of insight and a simple way to engage your clients and get them to the ever challenging 2nd step of the analysis.
September 10 – Raise the Gaze™: Exercises 3 & 4 Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director
To prevail or thrive? Unprecedented in our generational cycle, the infrastructure of our communities has been stripped away. So many of our daily rituals have radically changed. This decrease in structure has the potential to short-circuit the virtuous cycle of leadership to community to leadership. Our resilience is tested. It doesn’t shrink, it expands. Chaos, it turns out, strengthens our resolve. Joe and Shelley will share how to form Resilience Communities to help entrepreneurs and their teams prevail in uncertain times over three presentations (July 16, Sept 10 & Nov 19) and a total of Six Raise the Gaze™ Exercises.
September 17 – SCI Socially Distanced Mixer – 10th Annual Margaritaville
Best Margarita Recipe and Best Mask Contest! Join us as we spread throughout the office, patio, and parking lot to enjoy each other’s company, margaritas, and creative masks. Send us your margarita recipes – we’ll taste them all and choose the top three to serve at the mixer along with some delicious south-of-the-border treats. Can your favorite beat last year’s winner?
September 24 – Due Diligence Pre-Planning: Making Sure the Sale Does Not Derail Presented by Melisa Silverman JD, CEPA, CVA, SBA, CMEA, and Jeffrey Kates, MBA, CEPA
Many business owners believe that once they receive an offer for their business, and they accept, it’s basically a done deal. Unfortunately, that is far from the truth. The owner will now have to endure months of proving the business is worth that price through a process called “due diligence,” and in the end, they will often have to settle for a lower price – or not sell at all. Join Melisa and Jeff as they share the key areas of your client’s business that pose a higher risk to derailing the sale (where additional unseen value may be found) as well as key documents and data they must have readily available. Understand how to implement best practices to ensure your client is prepared for the due diligence process and preserve every dollar you know the business is worth.
Thursday Insights for September 2:30 p.m. – 3:30 p.m.
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Register at www.SCInstitute.org/ThursdayInsights
October 1 – Conversations with Clients – Getting to the Heart of It Presented by Simon Singer and Joe Strazzeri, Esq.
Join Simon and Joe for a frank conversation about the importance of using an advisor’s methodology to get to the heart of what it’s really about and your client’s “Summary to Action” with a timeline, milestones, and a commitment to the first step. These lifelong industry experts will share case studies that illustrate specific back and forth conversations as well as “phraseology” that not only answer what the client called about, but also the true drivers “Behind the Conversation.” Anyone that says these conversations are easy, simply doesn’t do it. With commitment to your methodology, clients will feel a facilitated sage wisdom supported by you, their lifelong advisor.
October 8 – A Bumpy Road Ahead for Business Owners Presented by Michael Beck, Executive Strategist
Recent events have created an environment where business owners are going to find it more difficult than ever to complete an external exit, creating an opportunity for advisors to help them find, keep, and prepare key leadership and/or the next generation as successors. Join Michael to discuss the latest research into the Boomer business landscape, along with the implications for exits and successions – and how advisors can help owners overcome the challenges they’re going to face.
October 15 – Private Family Trust Companies as a Best Practice for Family Enterprises Presented by Matthew Grupp, Esq.
Participants within the Family Office industry understand that there is a bewildering array of best practices that apply to their endeavors. The stumbling block for many is the difficult time they have in establishing, gaining adoption, and managing those best practices. These difficulties
are then compounded because many of these best practices require ongoing inputs from the Family Office Team members, as well as third-party service providers and the Family members themselves. Join Matthew to understand a way to help your family businesses gain “command” of the fiduciary role and reduce technical complexity with built-in best practices that deliver and measure Family Office operational success.
October 22 – The Intersection of Estate Planning and Elder Law Presented by Yvonne Amrine, Esq.
Estate planning used to just be about the avoidance of probate and estate taxes. Now, though these are important topics, estate planning and trusts need to address the inevitable need for long-term care and possible mental disability/dementia. Additionally, personal wealth can be wiped out upon the disability of either of the spouses if the trust and other assets are not properly planned for. Join Yvonne to review options to pay for care, and more importantly, how to protect your estate, yourself, your loved ones, and your family relationships.
October 29 – Pre-empted for Strazzeri Mancini LLP and Southern California Institute Team Building Event
Every 5th Thursday, the Strazzeri Mancini LLP and Southern California Institute Teams close the offices early to enjoy an afternoon of fun team building activities.
Thursday Insights for October 2:30 p.m. – 3:30 p.m.
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Register at www.SCInstitute.org/ThursdayInsights
Thursday Insights for November 2:30 p.m. – 3:30 p.m.
November 5 – Why Wyoming? Asset Protection in the Wild, Wild, West Presented by Marty Oblasser, Esq.
Asset protection for clients never goes out of style. Many professionals look to states such as Nevada, South Dakota, or Delaware when they should be utilizing Wyoming’s excellent asset protection tools. Ms. Oblasser will discuss your options when protecting your clients’ assets in the lesser known gem of Wyoming.
November 12 – Raise the Gaze™: Exercises 5 & 6 Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director
To prevail or thrive? Unprecedented in our generational cycle, the infrastructure of our communities has been stripped away. So many of our daily rituals have radically changed. This decrease in structure has the potential to short-circuit the virtuous cycle of leadership to community to leadership. Our resilience is tested. It doesn’t shrink, it expands. Chaos, it turns out, strengthens our resolve. Joe and Shelley will share how to form Resilience Communities to help entrepreneurs and their teams prevail in uncertain times over three presentations (July 16, Sept 10 & Nov 19) and a total of Six Raise the Gaze™ Exercises.
November 19 – Strategy Roadmap: The 8 Steps to Success Presented by Daniel Feiman
An organization without a strategy is like a ship without a rudder. How can organizations continue to provide exceptional value to stakeholders and themselves if they are not clear on where they are heading and how they will get there? This is where the role of strategy becomes essential. Strategy is about setting ambitious goals, understanding the surrounding current and future environment and providing a sense of direction for the organization.
In this 1-hour program, Daniel will cover the 8 steps of the Success Roadmapsm. He’ll walk you through strategic thinking, planning, doing and collaborating. By the end of the program you will see how 1 + 1 = 3…really!
November 26 – Pre-empted – Thanksgiving
HAPPY THANKSGIVING!
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Community Insights are family & business owner round tables offered to estate, financial, business, and real estate
as well as long-term care planning clients. ComIns are designed to introduce you to the various planning options
that facilitate achieving your goals. You will benefit from being included in the programming that keeps you
abreast of the various alternatives in today’s marketplace.
COMMUNITY INSIGHTS TOPICS
Strazzeri Mancini, LLP and The Founders Groupinvite you to attend:
August 6, 2020 9:00 – 10:00am
From “The Five Transition Goals”: The Difference Between Increasing Profitability and Net Cash Flow versus Increasing Enterprise Value; Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Jeff Kates, MBA, CEPA
12:00 – 1:00pm Trustee Training – Rights and Responsibilities; Presented by Steve Mancini, Esq. and Richard Katzman, Esq.
November 5, 20209:00 – 10:00am
From “The Five Transition Goals:” – Align Owner, Team, and Family versus Solidifying Choices for Your Business Transition; Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Jeff Kates, MBA, CEPA
12:00 – 1:00pm The Alphabet Soup of Integrated Tax, Estate, Asset Protection, and Charitable Planning for Business Owners; Presented by Joe Strazzeri, Esq. and Alexis Bastedo, Esq.
Register online at: www.SCInstitute.org/CommunityInsights
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SUMMER & FALL 2020EPI SoCal Chapter Meetings Schedule
Los Angeles
Second Thursday of the Month 7:30 - 9:00 AM
Zoom
Orange County
Second Thursday of the Month 2:30 - 3:30 PMGoToWebinar
San Diego
Third Wednesday of the Month 2:30 - 3:30 PMGoToWebinar
JULY
July 9 – U.S. Tax Considerations
for Businesses Operating Abroad;
Presented by Polina Chapiro & Thomas
Giodano-Lascari
July 9 – Business Operations and
Tax Considerations in the “New
Normal”; Presented by Caroline
Banzali, Keith Troutman, &
Michael Shafer
July 15 – Small Business Loans-
Where Are We Now and What Did
We Learn?; Presented by Dan C. Yates
AUGUST
Aug 13 – Business Succession- When
to Hire Your Kids Versus Hire a
Management Team; Presented by
Dr. Lee Hausner & Fran Lotery
Aug 13 – The Entole™ Enabled
Private Family Trust Company- A
Bespoke Fiduciary Solution to
Achieve a Competitive Advantage
Through Enduring Professional
Collaboration; Presented by
Matthew Grupp
Aug 19 – The Cowboy Cocktail:
Utilizing Wyoming LLCs and
Wyoming Trusts for Better Asset
Protection; Presented by Marty L.
Oblasser
SEPTEMBERSept 10 – Helping Affluent Families
Avoid or Resolve Conflict; Presented
by Joe Strazzeri & Carmen Bianchi
Sept 10 – 21 Ways to Reduce, Defer,
or Eliminate Capital Gains Tax;
Presented by Bruce Givner &
Owen Kaye
Sept 16 – Third Party Sales and the
M&A Process: Maximizing Value
and Terms via The Controlled
Auction Process; Presented by
Joe Sands
OCTOBER
Oct 8 – Don’t Just Sell Your Business,
Preserve It- Various Estate and Tax
Considerations When Selling a
Business; Presented by Michael Feispor
& Andrea Kushner
Oct 8 – ESOPs- A Tax Advantaged
Liquidity Option for Business
Owners; Presented by Leslie Lauer
Oct 21 – Helping Families and
Stakeholders Gain a Renewed Sense
of Comfort; Presented by Joe Strazzeri
& Carmen Bianchi
NOVEMBER
Nov 12 – Effective Marketing
Strategies for Exit Planning
Professionals; Presented by Gideon
Grunfeld
Nov 12 – Unlock the Hidden Value
of Your IP Assets; Presented by
Stephen Robertson
Nov 18 – Buy Sell Agreement
Disasters; Presented by Freddy Garmo
& Joseph Matuk
DECEMBERDec 10 – Holiday Mixer -
Location TBD
Dec 10 – Holiday Mixer -
Location TBD
Dec 16 – Holiday Mixer -
Location TBD
To Register, go to www.exit-planning-institute.org 11
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SUMMER & FALL 2020EPI Masterclass™ ProgramThe First-Of-Its-Kind Virtual Classroom Experience 2020 CEPA Credentialing Program
Developed to exceed your expectations of run-of-the-mill webinar training, the EPI Masterclass™ is a five-day virtual classroom experience that trains and certifies qualified professional advisors with the Certified Exit Planning Advisor (CEPA) designation in the field of exit planning. The masterclass was designed to fill the growing need of the industry.
As we began to experience these unprecedented times of mass stay-at-home orders alongside our members, we expedited the release. Why? Because we believe in transformational training. EPI wants to deliver the entire industry a best-in-class alternative to standard webinar training. This is not just another webinar training you’ll take alone in your home office. EPI Masterclass™ is a production-quality, first-of-its-kind, edu-series experience delivering one-on-one live, simulated
education in a way that you will retain and put to use immediately.
If you work with business owners, don’t wait. The need has never been higher and there has never been a better way.
Remaining CEPA Masterclass Schedule
for 2020:
• July CEPA (Masterclass online): Monday, July 20 – Friday, July 24
• August CEPA (Masterclass online): Monday, August 17 – Friday, August 21
• October CEPA (Masterclass online): Monday, October 19 – Friday, October 23
DAILY AGENDA
• 7:30 AM Review Session: Revisit the tested curriculum every morning at 7:30 a.m.
• 8:00 AM Daily Instruction: New core concepts taught from 8:00 a.m. – 12:30 p.m.
• 1:00 PM Zoom Meet-Up: Network with your Masterclass faculty & classmates over lunch to forge new connections during your distance learning experience.
• 1:30 PM Live Q&A: Faculty discussion forum open from 1:30 p.m. – 4:30 p.m.
• 4:30 PM Self-Study Exercises: Submissions Due
For more information or to Register, go to:
https://exit-planning-institute.org/events/event/cepa-masterclass-2020apr/
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Please join us for our 17th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an
annual event for all professionals in Tax, Wealth, Business, and Estate Planning. As we gather and work together we can, through
collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning
needs.
The presenters are experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills,
wisdom, and judgment are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master
the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-
driven mindset is transformational for you, your practice, and your clients.
26 Thought Leader Experts | 10 Different Disciplines | 14 Thought Provoking Topics | Up to 14 Hours of CE
THE GATHERING 2021February 25 & 26 | Save the Date!
San Diego, CA
Registration Opening Soon! Check www.scinstitute.org/Gathering-2021 for updates.
10TH ANNUAL
MIXER
A “SOCIALLY DISTANCED” MIXER
THROUGHOUT THE OFFICE,
PATIO, AND PARKING LOT
Thursday, September 17, 20202:30pm - 5:00pm
Submit your favorite margarita recipe and wear your favorite
mask for our contests!
RSVP at www.SCInstitute.org/ThursdayInsights
or call 858.200.1911
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HOLIDAY OPEN HOUSEDecember 3, 2020 | 11:00 am to 6:00 pm
As we celebrate this season with
different meaningful symbols and
rich traditions, may we also remember
to celebrate the many things we share.
We invite you, our Friends and
Family, to join us at our annual open
house. Refreshments, drinks, and
caroling!
––––––––––––
Please register online at:
www.OurHolidayOpenHouse.com
or call Taz Darian at 858.200.1911
––––––––––––
We will be collecting gift cards for
Mama’s Kitchen. Their nutrition
services improve the lives of women,
men, and children vulnerable to
hunger due to HIV, cancer, or other
critical illnesses.
Any gift will be appreciated.
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Helping affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling.
www.StrazzeriMancini.com
Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions.
www.SCInstitute.org
Leading business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom.
www.FoundersGroup.biz
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SUMMER & FALL 2020Care to Know Family of Companies
Learn more at caretoknow.info10251 Vista Sorrento Parkway, Suite 250 • San Diego, CA 92121 • 858-200-19009870 Research Drive • Irvine, CA 92618© 2020 Southern California Institute
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