THURSDAY, MAY 27, 2021 – 4:30 PM TO 5:10 PM EDTTAX STRATEGIES TO PROTECT WEALTH FROM PENDING TAX REFORM: SPRING UPDATEFocus: TAXES
The pending changes in tax policy continue to evolve. Some of the proposals are very aggressive and are likely to impact not only investing, but your estate plan as well. Learn which provisions are likely to become part of tax reform and learn proven strategies to minimize the impact on your wealth. In this workshop, Cory Grant will show you how to use tax tips and strategies to keep your wealth in the family.
2021 brings new opportunities and a renewed focus on doing what we do best; providing independent, relevant expert advice on life insurance design and funding for families, businesses and Nonprofit organizations. For over 25 years, Founder and Principal Cory C. Grant JD has led teams and organizations in helping Americas wealthiest families and business owners achieve their estate planning and business succession goals.
Grant Partners is uniquely positioned to continue providing laser focused, actionable advice for those interested in receiving unbiased advice regarding life insurance. The firm continues to serve Nonprofits, Families and Businesses. The new structure of Grant Partners will allow Mr. Grant to focus on clients and planning solutions rather than managing an organization.
Grant Partners will also leverage the wisdom of the Advisory Board of Directors, and from Partner firms in Florida, Nevada, Arizona and Texas. “We continue to see families and businesses relocating to more tax friendly states. They are looking for advisors that can provide relevant guidance” according to Mr. Grant.
“It really is great to have a resource like Cory to help my clients” Says longtime Sarasota based RIA Len Leetzow. “I have over 40 years in the business, and every time I bring Cory into an interaction with a client, it’s a positive and a productive experience. By affiliating with Grant Partners, we have really been able to leverage our service model and bring value to our clients.’
While Grant Partners has a national presence, the commitment to San Diego is obvious. “ I was born and raised in San Diego. I love this town and being known as one of the top life insurance professionals in the community” said Mr. Grant.
You can find us at our new location, just upstairs from our previous office in beautiful Solana Beach. Be sure to update your contact information:
Grant Partners Cory C. Grant, J.D. 777 S. Hwy 101, Suite 201 Solana Beach CA 92075 858-350-4000 Phone 619-992-3794 Cell 858-350-0671 Fax 1-800-423-4890 Toll Free
“They are the kinetic energy in San Diego. They make the place move. The 500 leaders profiled within these pages are the driving force behind the economy and the community in the southwest corner of the United States. Without them, the region stands still.”
Cory is honored to be part of the San Diego Business Journal – Special Edition – Most Influential People in San Diego. See the full list of dynamic leaders below.
The purpose of the Annual Nonprofit Governance Symposium is to highlight current best practices, lessons learned from the field, and trends in effective nonprofit and philanthropic board leadership, as well as board recruitment and retention. Cory was pleased to be included as a speaker with the impact video:
Best Practices in Executive Compensation for Nonprofit Organizations: Attracting, Retaining and Rewarding Key Talent
These impact videos are part of the 2021 Nonprofit Governance Symposium and exposes viewers to best practices, lessons learned and valuable tools of the trade in good governance. Click here to learn more! https://vimeo.com/ondemand/2021npgovernance/