SOURCE: Tax Trends Weekly

Tax Trends Weekly

September 14, 2015 08:15 ET

Tax Trends Weekly Announces NY Conference for Privately Owned Businesses Seeking to Minimize Tax Liability

Garza & Harris, Ltd., a Tax and Estate Planning Firm Based in Dallas, Texas, Will Be Hosting a Private Conference This November 6th-8th at the Waldorf Astoria in New York City

DALLAS, TX--(Marketwired - Sep 14, 2015) -  The firm regularly hosts conferences in order to provide private, closed-door forums where ultra-high net worth individuals can share insights and learn wealth management and business growth strategies from peers and professional experts. Lead partners at Garza & Harris, Joe Garza and Cameron Harris, will be introducing guests to estate planning strategies the firm has developed for high net wealth individuals, privately owned companies, and family owned businesses. Garza & Harris has served over 2,000 clients nationally and internationally.

Additionally, the directors of investment banking firm, Pinecrest Capital Partners will be speaking at the conference. Pinecrest is an M&A and corporate finance firm, specializing in selling privately-held businesses to strategic and financial buyers in a competitive process. Pinecrest represents companies that are $25 - $500 million in enterprise value in a variety of industries. Barret Kingsriter and Bobby Renkes of Pinecrest Capital Partners will be talking to guests about how to prepare for and maximize the value of companies in a sale process.

Garza & Harris will also introduce a series of round table discussions during this conference. A wide range of guest speakers will be discussing their expertise on several topics, including:

  • Private Annuity Transactions
  • Sale of Business: Valuations
  • Sale of Business: Preparation and Process
  • Estate Planning and Asset Protection
  • Private Placement Life Insurance
  • Impact Real Estate Investment.
  • Tiger 21, the premier peer-to-peer learning network for high net worth investors

To learn more about the November conference, visit garzaharris.com or call 469.2250.982 to speak with a representative of Garza & Harris about joining their guest list.

About Tax Trends Weekly

Tax Trends Weekly is dedicated to keeping readers updated about the current tax landscape and global financial climate. Our goal is to provide our readers with the most current and pressing news, allowing them to make informed decisions regarding their tax and estate plans. It takes constant vigilance to protect hard earned assets, and Tax Trends Weekly is your ally.

Contact Information