Join us for the lunch and learn focused on Pre and Post Transaction Planning - “Optimizing Equity Compensation & Preserving and Growing Wealth”.

Who: For Entrepreneurs, Executives, Closely Held Business Owners

When: April 16th, 2019 at 11:45 a.m. – 1:00 p.m.

Where: MindSpace – 575 Market Street, 4th Floor, San Francisco

By: Kranz & Associates and The Whitfield Group at Morgan Stanley

Discussion Content

• Optimizing Equity Compensation for Post Tax Cash Flow

• Founders Shares, Compensatory Stock Options, Qualified Small Business Stock;

• Compounding Post Transaction Wealth with Trust & Non-Trust Structures.

• Titling Assets with Revocable Trusts

• Freezing Asset Values with Intentionally Defective Trusts

• His & Her (Spousal) Intentionally Defective Trusts

• Grantor Retained Annuity Trusts

• Discounting Asset Values with Family Limited Partnerships

· Bringing all Together: Modeling the Economic Benefits of Planning v. No planning

o Illustration of post transaction wealth compounding with no planning

o Illustration of post transaction wealth compounding with planning