Webinar Recording | Tax and Estate Planning Strategies for Current Times

    The current economic climate is challenging, to say the least: the market has yet to stabilize, unemployment rates are still high, and it is likely that a full recovery could take months or years. Within all of the unrest, there are silver linings when it comes to financial life management.

     

     

    On June 9th, we held a webinar to discuss how you can capitalize on tax and estate planning opportunities in this economy. Specifically, we covered:

    • How low interest rates have created planning opportunities
    • Opportunities for profitable businesses that were impacted by COVID-19
    • Whether it’s time for your business to reconsider its choice of entity for tax purposes

    ABOUT THE PRESENTER — Aaron Sherbin

    Aaron Sherbin is a Partner at Jaffe, Raitt, Heuer & Weiss, where he leads the Estate & Wealth Planning practice group and works closely with the Mergers & Acquisitions and Tax practice groups. Aaron specializes in trust administration, wealth preservation and transfer, and strategic business planning services for closely-held companies and family businesses.

    Aaron holds a Master of Laws in Taxation from NYU School of Law and a J.D. from Wayne State University Law School, where he graduated with honors. Aaron is also a member of the Financial and Estate Planning Council of Metropolitan Detroit and is the Assistant Coach for the Birmingham Seaholm Girls Varsity Softball Team.

    ABOUT THE PRESENTER — Marko Belej

    Marko is a Partner at Jaffe, Raitt, Heuer & Weiss, where he leads the firm’s Tax practice group. Marko specializes in corporate and real estate matters, applying his extensive transactional expertise in support of all tax matters faced by our clients. From business owners acquiring a new company to the establishment of a new business anywhere in the United States, Marko provides sophisticated and creative tax solutions from beginning to end.

    Marko holds a B.S. from The Wharton School at the University of Pennsylvania and a J.D. from the University of Michigan Law School. He was named a Top Lawyer in 2014 by DBusiness and received “Michigan Rising Star” honors from Super Lawyers magazine in five consecutive years.

    ABOUT THE PRESENTER — Ari Fischman, CFP®

    Ari is the principal of Fischman Insurance Group and a financial adviser with Eagle Strategies LLC, specializing in holistic and comprehensive wealth management services. He works with clients to identify their goals and help them with portfolio management on a individualized basis. He also works with businesses to develop objective, risk-based financial plans.

    Ari has held his Certified Financial Planner (CFP®) designation since 2014.

    Ari Fischman, CFP®

    Ari is the Principal of Fischman Insurance Group, providing quality financial strategies, insurance & financial products and services to businesses and individuals. Ari specializes in holistic and comprehensive wealth management services, working with clients to identify their goals and help them with portfolio management on an individualized basis. He also works with businesses to develop objective, risk-based financial plans.

    Ari Fischman, CFP®

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

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