Instructor Details

Owen Fiore
Owen Fiore, JD, owner of FioreWealthPlanningConsulting, advises high-wealth business owners and investors and their advisors on family succession planning, the effective uses of entities, and valuation issues in order to assist in building, managing, and preserving wealth. For over 40 years, Owen was a tax and estate planning lawyer in California and is now based in Idaho. He achieved a national reputation as a proactive planner and tax litigator, including having several published Tax Court Decisions that resulted from his representation of clients in IRS audits, at appeals, and in U.S. Tax Court. Owen has lectured nationwide at numerous tax institutes and conferences, including the AICPA’s Tax Strategies for the High-Income Individual and Advanced Business Valuation conferences, the NYU Institute on Federal Taxation, and more. He’s presented courses for the California CPA Education Foundation, Western CPE, and other CPE providers. Owen’s a regular contributing author to CCH Business Valuation Alert magazine and the “LISI Estate Planning Newsletter.”