Webinar Replay | Ahead of the Curve: Proactive Tax and Estate Planning for Business Owners


AlphaCore Wealth Advisory recently hosted a webinar focused on Tax and Estate Planning for Business Owners. During the session, Jim Johnston, Senior Wealth Advisor, and Wealth Planners Ethan Schmidt and Troy Owens explored the intricate landscape of state and federal estate taxes, providing insight into the implications for inherited assets and identifying effective tax mitigation strategies. Our discussion encompassed several critical topics for business owners, including:

  • A diverse array of planning structures tailored to optimize the transfer of businesses, emphasizing proactive planning as a cornerstone for tax efficiency
  • Qualified Small Business Stock Exemption (QSBS), a capital gains tax break designed to empower entrepreneurs during business exits, offering substantial potential for tax savings
  • Employee Stock Ownership Plans (ESOPs)
  • Grantor Retained Annuity Trusts (GRATs)

If you are interested in learning more about planning for your business, please do not hesitate to contact us.

* Indicates a required field

I am interested in learning about the services of AlphaCore Capital LLC (dba AlphaCore Wealth Advisory, (“AlphaCore”)), an SEC registered investment adviser. By submitting my name and phone number (which I intend and agree will constitute my electronic signature for the purpose of agreeing to this consent), I expressly consent to be contacted by AlphaCore by phone, email, and/or SMS text message, even if the number I provide is on a Federal and/or a state "Do Not Call" list. I represent that I am authorized to provide this consent on behalf of the phone number provided and that such consent is given voluntarily. I understand that I am not required to enter into this consent as a condition of purchasing any property, goods, or services.

For text, message and data rates may apply. You may reply “STOP” at any point to opt out of further messaging. This consent is effective unless and until revoked by you, which may be done at any time by emailing compliance@alphacore.com, by calling 858-875-4100, or by notifying the AlphaCore representative that calls you.

You may request a copy of this consent or our privacy policy to be emailed or mailed to you by contacting us. Click here to read AlphaCore's privacy policy.

This field is for validation purposes and should be left unchanged.