Top 5 Mistakes to Avoid BEFORE a Liquidity Event
A Webinar for Biotech Executives & Life Science Entrepreneurs
– When: March 10th, 2021
– Time: 12:00 PM PT
Meet Your Speakers
With equal doses of passion, smarts and common-sense, Ty, Rebecca and the teams at HoyleCohen and Jeffrey Burr love helping Biotech Executives & Life Science Entrepreneurs apply liquidation strategies to minimize their taxes and increase their net payout. We’ll get to the point fast with clear, simple examples that make sense. No jargon. In a casual setting, you’ll enjoy our personable, interactive style and actionable advice. We hope to see you there!
TY SUMMERLIN, CFP®
Hoyle Cohen, Wealth Management
REBECCA J. HAINES
Attorney at Law / MBA
Jeffrey Burr Estate Planning & Probate Attorneys
With stock markets on edge, the prospect of looming tax hikes, and estate laws in flux, what steps can you take to protect your family and make the most of your windfall?
As a Barron’s Top 100 Independent Wealth Advisory Firm, we work with families on a fee-only basis, so we have nothing to sell.
But we do have lots of friendly, objective advice that can bring value to you and (hopefully) make your life easier.
Find out during this special presentation on Wednesday, March 10th, 2021 at 12 PM PT
In this forward-thinking presentation,
we’ll discuss practical ways to:
Avoid Costly Portfolio Mistakes with US Stock Markets on Edge
Most investor mistakes happen at market extremes – with the return of sharp market swings, the prospect of looming tax hikes, interest rates potentially on the rise, and world tensions mounting – are you positioned to handle this successfully, not just financially, but mentally and emotionally? Is there a way to look at your portfolio (even the one you already have) that can minimize these mistakes, avoiding large losses?
Take Advantage of Changes in Your Personal Tax Rate
Inadequate and disorganized tax planning can lead to missed opportunities, overpaid tax & penalties, especially when tax law changes fly under the radar. Are there ‘income & deduction shifting’ scenarios that could allow you to lower your Federal & CA state tax after (and in the years leading up to) a liquidity event? Or ‘tax sweet spot’ years that you haven’t started planning for but should?
Cut Your Tax Bill by 37.1% on Highly Appreciated Company Stock
This blindspot tops our list of missed tax breaks when selling company stock, founders’ shares or stock held in a brokerage account with large unrealized gains. It’s simple to set up, takes less than five minutes to explain, and can help offset your W-2 income by another 54.1% for high taxpayers in California. Another plus: No attorney fees. Is this strategy appropriate for you and your situation? What are the pros & cons?
Guard Against a Sudden Loss in Wealth with a Low-Cost Asset Protection Strategy
One in five families with assets of $5M and up don’t have this in place. Yet, it can take little more than a phone call to set up. What is this common risk mitigation tool and how can it protect your new wealth from a lawsuit?
Make Sure Your Loved Ones aren't Burdened with an Estate Plan that's too Complex
Recent legislation may reduce the need for certain types of trusts, once popular in many estate plans, especially for CA residents. If your plan includes one (or more) of these trusts, could it do more harm than good? What are the tradeoffs?
- Simple, smart ways to integrate your investment, tax & estate planning before and after a windfall – with updated planning for the new tax laws.
- A 5-10 minute presentation on each topic and a seamless way of tying it all together.
- Natural conversation and lots of friendly, relevant advice.
A sense of humor. We like to keep things simple, straightforward and fun.
We are a fiduciary firm and work with clients on a fee-only basis, which means we are in the business of providing advice — not selling. Don’t be surprised if you leave this webinar with zero sales pitch. That’s not our style.
We hope you can join us!
If you’re a biotech executive or life science entrepreneur and would like to worry less, earn more and protect your family after a liquidity event, we’re here to help.
(no promises though – everyone’s situation is unique and the work we do is highly personalized.)