Pre-Sale Techniques for Investors and Business Owners with Attorney's Jim Duggan’s

Please join us  to hear attorney Jim Duggan’s advisor webinar on Wednesday, September 28^th, at 3 pm Eastern, where he will survey pre-sale techniques that can help you maximize sale proceeds for your clients and prepare them to receive such proceeds in an optimal, long-term wealth management structure for themselves and their descendants. 
In this one-hour webinar, you can learn how to help clients:

• Maintain privacy,
• Protect assets,
• Maximize the value of their life’s work,
• Minimize income and estate taxes, and
• Prepare for business succession. 

This presentation discusses current developments and sets forth generally accepted concepts or principles. New York Life, its agents or employees may not give accounting, tax, employment, or legal advice. For such advice and specific applications to individual cases, individuals must rely on the advice of their own professional advisors. James M. Duggan and DUGGAN BERTSCH, LLC are not affiliated with New York Life and are solely responsible for the content of this presentation, which may not necessarily represent the views of New York Life or its affiliates.