Exclusive Invitation: How to Maximize Tax Efficiency for Business-Owner Clients Logo
  • Presented by   In partnership with
     NoCo Foundation    First Western Trust

  • Exclusive Invitation: How to Maximize Tax Efficiency for Business-Owner Clients

    8:30 - 10 a.m., Wednesday, October 22, 2025

  • The NoCo Foundation and First Western Trust invite you to an exclusive continuing education event for professional advisors in Northern Colorado.

    Join us for a facilitated discussion on the topic of Incorporating Charitable Giving to Maximize Tax Efficiency for Business Owners and Achieve Your Clients' Goals.

    The presentation will use the sale of Aqua-Hot as a case study and will be led by Doug Johnson, Chair of Tiger 21 Denver, Paul Harter, former CEO of Aqua-Hot, and Chris Osborn, co-founder and partner at Industria.

    This session is designed for financial planners, wealth advisors, attorneys, and accountants serving business owners. Our expert panel will share insights on the benefits and process of donating business interests as part of a transaction.

    Event Details:

    • When: 8:30 - 10:00 a.m., Wednesday, October 22, 2025

    • Where: First Western Trust Offices, 3003 E. Harmony Rd., Suite 200, Fort Collins

    • Agenda:
      • 8:30 a.m.: Networking & Refreshments: First Western Trust will have a private barista crafting lattes, cappuccinos, and espresso drinks — all complimentary for attendees.
      • 9:00 – 10:00 a.m.: Program & Discussion
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