Family Enterprise Strategy & Advisor-Led Transformation – Students learn strategic advisory frameworks for helping families navigate inflection points, transitions, leadership shifts, and family/business alignment challenges. The course integrates components from FOM, FEL, and STW.
Course Instructor
AEX 404 — Advanced Tax Strategy
$795.00
1 year of access
AEX 404 — Advanced Tax Strategy – Payments
$219.00
per month for 3 total payments
New Section
AEX 404 — Lesson 1 – Foundations of Tax Strategy for Family Enterprises
AEX 404 – Lesson 2: Entity Selection – Tax Advantages & Tradeoffs.
AEX 404 – Lesson 3 – Gift, Estate & GST Tax Essentials
AEX 404 — Lesson 4 – Valuation Discounts & Family Entity Structuring
AEX 404 — Lesson 5 – Installment Sales to Trusts
AEX 404 — Lesson 6 – Income Shifting & Multi-Entity Optimization
AEX 404 — Lesson 7 – Taxation of Dynasty Trusts & Irrevocable Structures
AEX 404 — Lesson 8 – Charitable Planning & Tax-Integrated Philanthropy
AEX 404 — Lesson 9 – Asset Protection Tax Planning
AEX 404 — Lesson 10 – Business Succession & Tax Minimization Frameworks
AEX 404 — Lesson 11- Annual Tax Review & Compliance Calendar
AEX 404 — Lesson 12 – Capstone: Integrated Tax Strategy Blueprint