Creative Multiple Entity Planning (MEP) for Business Owners

Event Details

Join us for lunch as we discuss proactive planning and tax strategies for business owners, including:

  • Learn how to effectively navigate the rules around Affiliated Service Group (ASG) & Control Group (CG)
  • Utilize Multiple Entity Planning (MEP) to improve tax efficiency, reduce risk & increase profitability
  • Create organic growth from your current A-List business owner clients by creating tax efficiency & reducing liability

Licensed CPA – 1 CPE Credit Hour

Hosted by:
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
Andrew Rafal, Bayntree Wealth Advisors

Venue

Seasons 52
2502 E. Camelback Rd., Phoenix, AZ 85016

Date

Wednesday - June 7th, 2023

Time

11:30 a.m. to 1:00 p.m.

Map

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