We’re opening the playbook on the SC.CPA Cup. These aren’t just sessions — they’re game plans. Each one is built to sharpen your strategy, strengthen your positioning, and help you move the ball forward in a profession that’s changing fast.
This week, we’re going Inside the Playbook with a sneak peek at “From Business Sale to Inherited IRA: Tax Strategies for High-Net-Worth Clients,” led by Justin Chastain, Financial Advisor at Parallel Financial. The session examines strategies high-net-worth individuals need when transitioning wealth—from the sale of a business to inheriting retirement assets like IRAs.
While most planning centers on accumulation, the real complexity—and opportunity—lies in distribution and legacy planning.
We’ll cover how to manage large taxable events, reduce capital gains exposure, and navigate the evolving rules around inherited IRAs. You’ll also learn practical ways to structure income, minimize taxes, and avoid common mistakes that can erode wealth.
Designed for real-world application, this session provides a clear framework to help preserve wealth, improve tax efficiency, and create flexibility across generations.
Justin Chastain is a Certified Financial Planner™ (CFP®) professional specializing in comprehensive financial planning for high-net-worth individuals, business owners, and professionals. His work focuses on integrating investment management, retirement planning, tax-efficient strategies, and estate planning into a cohesive plan aligned with each client’s long-term objectives. He frequently collaborates with CPAs and other professionals to help clients navigate complex financial situations, with an emphasis on tax-aware planning and proactive decision-making. His goal is to complement the work of trusted advisors by providing clarity and structure around financial strategies. In addition to his client work, Justin hosts educational workshops and presentations throughout South Carolina, helping individuals better understand retirement planning, tax strategies, and wealth management concepts. He also teaches for Dalton Education, preparing and certifying students across the country as they work toward sitting for the CFP® exam.
From Business Sale to Inherited IRA: Tax Strategies for High-Net-Worth Clients
Thursday, May 21
3:30 p.m.–4:40 p.m.
