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 Export to Your Calendar 4/19/2018
When: April 19, 2018
Noon-1 p.m.
Where: United States
Contact: NAIFA-California

Online registration is available until: 4/19/2018
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April Brown Bag Webinar
Offset StrategiesTM

Presented By: Kelly R. Smith, Sr., CLU, ChFC, RFC

Founder of CapitalSmith Group

Kelly has worked in the Insurance and Financial Services Industries for over 40-years. Kelly consistently qualified as a Life Member of the Million Dollar Round Table for all 42-years, including his rookie year. Early on in his career, various groups such as the Los Angeles Association of the Deputy District Attorneys and the NFL Players Association endorsed Kelly to consult in the areas of insurance, finance and retirement. After five years in this role, Kelly left both behind to pursue and obtain valuable experience in the fields of Mergers and Acquisitions, turnarounds and Investment Banking… where he developed his proprietary line of attack for “Offset Strategies TM”.

Kelly’s role as an advocate-warrior for the business owner is to defeat their two worst enemies… confiscatory taxes and oppressive regulations. In this effort, Kelly founded the CapitalSmith Group with four partners. Backed with over 100-years of collective experience in the financial services industry, each partner brings a unique background and expertise to the team.

CapitalSmith Group uses an arsenal of proprietary, strategic financial weapons to assist owners of closely held businesses and high net worth clients in developing a Fully Insured Financial Infrastructure. Examples of the tactical tools used within the strategies include ESOPs, Captives, proprietary structured leverage, and revocable and irrevocable trusts. When used within a properly designed and executed strategy, these tools assist clients in repositioning profit lost in the form of taxes to TERCTM (Tax Exempt Retained CapitalTM). Essentially creating a tax-neutral environment, which allows clients to grow larger and more quickly by legally reducing or eliminating income, capital gains, and estate taxes.

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