On-Demand Webinar

Estate Planning for Business Owners –
When You Should (and Should Not) Give It Away

Many business owners struggle with estate planning, particularly one of the most powerful estate planning tools—gifting assets away. Owners often do not understand the why, when, or how of making gifts to reduce their taxable estate. And, business owners need to understand the opportunity presented by current tax law and the favorable provisions that sunset at the end of 2025. This educational webinar explores the considerations involved in making gifts for estate planning purposes.

Featured Speakers

Trey Prophater webinar headshot

Trey Prophater

Michael Murray headshot

Michael Murray


ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  2100 Riveredge Parkway, Suite 1230  /  Atlanta, GA 30328

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.