|
|
7/19/2022
|
|
When:
|
Tuesday, July 19, 2022 12 noon Pacific | 3 pm Eastern
|
|
Where:
|
United States
|
Online registration is closed.
|
|
« Go to Upcoming Event List
|
|
|
About the webinar... Leveraging Philanthropic Goals with the Sale of a Highly Appreciated Asset Including Using a Pooled Income Fund In this webinar, our guest Michael Niemann, CEO and Founder of Niemann Group, will explore the ways to prepare your client’s business for sale and maximize the after-tax proceeds with creative structuring regardless of where your owner clients are in the sale cycle. If you have already assisted your owner clients in the selling of the business, Michael will also review ways to lower 2022 and future taxes including structuring rolled-over equity for tax-free growth as well as talk about leveraging future philanthropic goals with advance tax planning structuring. About the presenter...

|
|
Michael Niemann Michael has over 30 years of experience working with affluent and ultra-affluent families, business owners, and executives. He focuses on high-end tax, estate planning, succession planning, and life insurance ideas for his clients.
Prior to founding the Niemann Group, Michael was a regional leader for private tax and estate planning for two Big 4/5 accounting firms. He also was the national leader of life insurance advisory for EY. In addition, he was the regional managing partner for an advance planning life insurance advisory firm. He holds a B.S. in Accounting and Investment Finance from the University of Southern California.
Michael is a Certified Public Accountant and is a member of the AICPA and the Missouri Society of CPAs. He also is an Accredited Estate Planner, Charter Global Management Advisor, Trust and Estate Practitioner, Charter Financial Consultant, and Charter Life Underwriter. Michael is a member of the Top of the Table of Million Dollar Roundtable.
Michael is involved in numerous charities and has served on the planned giving or other boards of the American Red Cross of Missouri and Arkansas, the St Louis Archdiocese, Barnes Jewish Foundation, Variety of St. Louis, Missouri Botanical Garden, Independence Center, and St. Peter School. He and his wife, Lyn, live in Kirkwood, MO and have three children. |
|
|
|