Strazzeri Mancini LLP

03/28/2024

Thank you to our speakers at this week’s EPI San Diego and Thursday Insights events, Joel, Channing, Simon, and Donald! View all our past events here: https://tinyurl.com/2prz4ptp

03/27/2024

Taking a glimpse through the Looking Glass, Joe shares insights, challenges, and opportunities to help business owners navigate the new waters for 2024 and 2025 in this webinar! Access here: https://tinyurl.com/4k98ruxc

03/26/2024

Through SCI’s Certified Wealth Planning Advisor (CWPA) program, our collaborative network of professional advisors has completed a program designed to help our teams work seamlessly together and work through all facets of the Advanced Wealth Planning Journey!

Learn more about who they are at 👉 https://tinyurl.com/3jxbmt7s

03/25/2024

Join us for our EPI Los Angeles Chapter and Thursday Insights events this week!

EPI LA: https://tinyurl.com/5e45wr64
Thursday Insights: https://tinyurl.com/bdehh7vf

03/21/2024

We would like to give a big thanks to our attendees at this week’s EPI San Diego event and Monica and Tim for their presentation at our Thursday Insights event! Click here to view all of our past events ➡️ https://tinyurl.com/2prz4ptp

03/20/2024

Transitioning a business includes a myriad of decisions and potential transition strategies, which can be overwhelming for business owners. Watch this webinar to learn more! https://tinyurl.com/3ccske2y

03/19/2024

Join the Founders Group and us in Marco Island, Florida this April for the 2024 Exit Planning Summit! We are excited to partner again with Exit Planning Institute for their industry-leading conference for exit planning advisors and business owners.

Learn more about the Summit at https://tinyurl.com/3x8s7cuh

03/18/2024

Save the date for this week’s events, including our EPI San Diego Chapter meeting and Thursday Insights! Register with the links below 👇

EPI SD: https://tinyurl.com/3xsuxx4e
Thursday Insights: https://tinyurl.com/3kac5ebb

03/14/2024

We’d like to say thank you to our attendees at this week’s EPI Orange County event! Want to see more of our events? Head here ➡️ https://tinyurl.com/2prz4ptp

03/13/2024

Clients sometimes will accumulate large public stock positions from various sources and often feel locked in because of low tax basis – and they want to avoid the 20%+ capital gains tax. Greg will share a few strategies he has used in his experience in this webinar! Watch here: https://tinyurl.com/93t7nk5y

03/12/2024

Save the date for the upcoming Fiduciary Attorney Summit 2024 from November 18-20.

Join Fox Rothschild and us for an event designed for fiduciaries and attorneys and covers a broad range of topics.

Add the event to your calendar at https://tinyurl.com/247yx7vf

03/12/2024

Our guide to estate taxes includes U.S. federal, state, and inheritance tax rules. Discover who pays and how much.

Our guide to estate taxes includes U.S. federal, state, and inheritance tax rules. Discover who pays and how much.