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Owen G. Fiore

Owen G. Fiore, JD, presently is a consultant, FioreWealthPlanningConsulting, based in Kooskia, ID, and his website, www.owenfiore.com, contains details on his consulting areas, full resume and mission statement. Owen advises families as a team member of their advisor teams on issues involving taxation, estate planning and management succession with an emphasis on valuation, entities such as trusts, corporations, FLPs and LLCs. The overall goal is to carry out effective wealth preservation and management continuity plans. For over four decades Owen was a California tax and estate planning lawyer and he has decades of teaching experience for CPAs, lawyers and financial advisors. His articles and presentations on goals-oriented estate planning are well-documented and have been published in various tax journals and the proceedings of national tax institutes for over 30 years.

TitleDateInstructorCredit  
Family Buy-Sell and Deferred Compensation AgreementsJul 31Owen Fiore2Add to Cart2013-07-31
Entities, Valuation and Family Wealth PlanningAug 5Owen Fiore3Add to Cart2013-08-05
Valuation, Discount Strategies and Tax SavingsAug 7Owen Fiore2Add to Cart2013-08-07
Family Wealth and Business Succession PlanningAug 8Owen Fiore4Add to Cart2013-08-08
Family Buy-Sell and Deferred Compensation AgreementsNov 6Owen Fiore2Add to Cart2013-11-06
Family Wealth and Business Succession PlanningNov 18Owen Fiore4Add to Cart2013-11-18
Entities, Valuation and Family Wealth PlanningDec 9Owen Fiore3Add to Cart2013-12-09
Valuation, Discount Strategies and Tax SavingsDec 16Owen Fiore2Add to Cart2013-12-16




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