Insights from Industry Leaders
In a recent IEPA Expert Interview Series discussion, Ed Barone, member of the IEPA Executive Leadership Council and CEO of Evergreen Exit, sat down with Michael Niemann, founder and CEO of the Niemann Group, to explore sophisticated tax planning strategies that Exit Planning professionals need to understand for their business owner clients. As Exit Planning practitioners increasingly face complex client situations involving business transitions, understanding these advanced tax and charitable giving strategies becomes a key differentiator for advisors.
