Cory’s Corner
In the third month of 2024, I will address key topics for first quarter family office meetings: 1. Deploying 2023 reserves into growth market investments. 2. Estate tax planning for potential reductions in exemptions by EOY 24. 3. Establishing flexible exit plans for family business members. 4. Rewarding non-family key employees. 5. Implementing life insurance…
Up Next: Cory Speaks at the Accredited Investors Virtual Expo May 27th.
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…
Welcome to Grant Partners!
PRESS RELEASE – 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…
SD500 – The most influential people in San Diego-2020 Edition
“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…
ANNOUNCING: Grant Partners
Over the last few months, we poured our hearts into creating a new image that would accurately depict who we are. Inspired by our core principles, traditional values and a working partnership with you the client. Grant Partners, Inc. specializes in taking a comprehensive approach to planning, including: •Wealth transfer and asset protection planning for…
Annual Nonprofit Governance Symposium
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…
Upcoming Event:
MoneyShow’s next Virtual Expo featuring real-time market and economic analysis, in-depth investing strategies for 2021, and specific recommendations on everything from stocks, precious metals, and estate planning to private placements, pre-IPOs, and alternative investments! CORY’S SCHEDULE TUESDAY, MARCH 2, 2021 – 5:00 PM TO 5:30 PM ESTSPRING 2021 UPDATE: TAX AND ESTATE PLANNING STRATEGIES FOR…
Follow My Blog
Get new content delivered directly to your inbox.