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Webinar: Capital Gains Tax & How The Asset Exchange Can Help

December 2 @ 1:00 pm - 2:00 pm

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The Asset Exchange brings the ability for clients to protect their sales proceeds while they avoid paying capital gains tax at the time of sale. Imagine clients keeping 30-40% more of their sales proceeds working for them, rather than having paid those monies to the IRS.

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Speakers

Eric Veve, AAMS®

Eric has spent over 15 years in the financial services industry Typically working with high net worth individuals that often own small to medium size businesses, he has a unique understanding of the transition from owning a business to enjoying the fruits of one’s labor.

Seeing the process of selling a business and the enormous tax implications that often held for his clients, he realizes the importance of tax planning and proactive strategies to deal with limiting the burden. Eric helped found The Asset Exchange LLC, sharing in the company’s views. He believes that helping to mitigate the tax consequence of selling an appreciated asset, while gaining asset protection, is in the best interest of his clients.

Eric was born and raised in Boulder, Colorado and now lives in Erie, Colorado with his wife and their three beautiful children. He attended college at the Metropolitan State University of Denver while serving in the US Army National Guard. Eric holds the AAMS® (Accredited Asset Manager Specialist) accreditation from the College for Financial Planning.

Russel Lombardy II, ESQ. LL.M.

Russ currently serves as a managing member and lead exchange attorney at The Asset Exchange. He is also the owner and founder of Monarch Wealth Attorneys.

Russ built his legal career in New York where he worked for a well-known international tax law firm designing large estate plans. He was then recruited by one of the Big Four accounting firms as a federal tax manager to service their largest corporate clients. Russ has a significant amount of international planning experience as he has transacted business in well over 50 countries.

Russ has extensive experience working with wealthy families and successful business owners. His practice centers on asset protection, wealth transfer, complex estate planning, and legal services for entrepreneurs (with the related corporate and partnership taxation planning).

R. Douglas DeFrain, CPA

Since 1993, Doug DeFrain has been practicing public accounting. His accounting career began at Arthur Andersen LP in Kansas City, Missouri where he worked as a Manager for eight years.

In 2010, Doug formed R. Douglas DeFrain CPA LLC, to provide tax consulting and compliance services to clients of closely held businesses. While working in this capacity, he experienced the overwhelming burden many of his clients had when faced with the tax consequence of selling their businesses. Doug joined The Asset Exchange team in order to meet the needs of small to medium-size business owners and help mitigate this challenge.

In 2015, Doug became the principal owner of DeFrain & Million CPAs LLC and continues to deliver outstanding accounting services to local, national, and international clients.

Register for the Webinar

Details

Date:
December 2
Time:
1:00 pm - 2:00 pm
Event Category:
Website:
https://register.gotowebinar.com/register/6131828324458402830