Top 5 Mistakes to Avoid Before & After a Liquidity Event
A Live Webinar for Biotech Executives
Webinar Details
– When: TBD
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 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®
Senior Wealth Advisor
HoyleCohen Wealth Management
REBECCA J. HAINES, ESQ
Attorney at Law / MBA
Jeffrey Burr Estate Planning & Probate Attorneys
With inflation at 40-year highs, stock markets on edge, and tax 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 our next Webinar Date TBD
In this Biotech industry focused presentation,
we’ll discuss practical ways to:
Avoid Costly Portfolio Mistakes in Volatile Markets
Most investor mistakes happen at market extremes. In the last 3 months, inflation hit a 40-year high, forcing interest rates to spike from unprecedented lows. Fears of recession grip our daily headlines. Volatility, especially in Biotech and growth stocks, is back. World tensions, sparked by the war in Ukraine, continue to mount. 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 Charge of Your Taxes
Inadequate, disorganized, and reactive tax planning can lead to missed opportunities & tax penalties. These are often magnified at Biotech companies, where volatile stock prices may further complicate exercising stock options or selling restricted shares. Are there ‘income & deduction shifting’ scenarios that could allow you to lower your Federal & CA state tax before, 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?
Double Your Charitable Impact
Highly appreciated company stock, whether public or private, may allow you to avoid up to 37.1% tax in the year of a liquidity event. This simple, easy-to-use charitable giving strategy takes less than five minutes to explain and can offset your W-2 income by another 54.1% for California taxpayers. Another plus: No attorney fees. Is this strategy appropriate for you and your situation? What are the pros & cons?
Guard Your Family's Wealth
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?
Leave Your Heirs with a Choice Not a Mess
Your estate plan may mandate that certain types of trusts, popular with Biotech executives, be funded at your passing. If these trusts aren’t structured properly, your heirs could be in a for a costly surprise. If your plan includes one (or more) of these trusts, could it do more harm than good? What are the tradeoffs?
REGISTER NOW
Fill out the form below to register for the next webinar.
- 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 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.)
