Feb
7
Thu
Business Planning Community Insights – Understand a Qualified Valuation as a Business Enhancement or Succession Planning Tool @ Southern California Institute
Feb 7 @ 9:00 am – 10:30 am

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Understand a Qualified Valuation as a Business Enhancement or Succession Planning Tool; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Steve Mancini, Esq.

Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.  Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill.  Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value.   Learn the anatomy and nuances of Assessments/Valuations, how to use them as a punch list, and how to transition from a Wisdom-driven Business to a Value-driven Business.

Estate Planning Community Insights – Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability @ Southern California Institute
Feb 7 @ 12:00 pm – 1:30 pm

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability; presented by Brooke Jensen, Esq. and Scott Stewart, Esq.

Wills, trusts, and other estate planning documents have been traditionally drafted to solve for the moments before death and the years after death.  These documents address the proverbial end as if it’s a light switch.  Learn how your planning and documents can address the full spectrum of planning – everything that may happen between now and then in the areas of control, health, safety, finances, and estate preservation.  Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law.  Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities.

Mar
7
Thu
Business Planning Community Insights – Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow @ Southern California Institute
Mar 7 @ 9:00 am – 10:30 am

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow; presented by Shelley Lightfoot and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow. One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, asset protection, finance, operations, sales and marketing, human resources, culture, and crisis management.

Estate Planning Community Insights – Benefits Planning – Understanding the Options You’re Entitled To @ Southern California Institute
Mar 7 @ 12:00 pm – 1:30 pm

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Benefits Planning – Understanding the Options You’re Entitled To; presented by Scott Stewart, Esq. and Steve Mancini, Esq.

Confronting the costs of long-term care is often the largest expense a couple will face.  Families often believe that it is too late or early to plan – and they must bare these costs on their own.  Though this may have been true 10 or 20 years ago, that is not the law now.  Also, on September 18, 2018, the VA published new rules to qualify, including penalizations for any gift made in the past 36 months as well as investments towards annuities. We understand that families often feel overwhelmed and are relieved to find a path to working through it all.

Apr
4
Thu
Business Planning Community Insights – The Decision – Understanding Your 10 Business Succession Options – If, When, How, How Much, and to Whom @ Southern California Institute
Apr 4 @ 9:00 am – 10:30 am

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

The Decision – Understanding Your 10 Business Succession Options – If, When, How, How Much, and to Whom; presented by Joe Strazzeri, Esq. and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

Transitioning your business includes a complicated set of decisions such as whether it is in whole or in part; internally to the family or team; or selling to a third party.  Business owners often have the feeling that the advice they are receiving is prematurely narrowed.  Join Joe and Melisa as they identify and discuss the pros and cons of the myriad of potential transition strategies as well as the improvements you should start making now to increase the value of the business and prepare for life post transition.

Estate Planning Community Insights – Taking the Handcuffs Off the Surviving Spouse @ Southern California Institute
Apr 4 @ 12:00 pm – 1:30 pm

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Taking the Handcuffs Off the Surviving Spouse; presented by Joe Strazzeri, Esq. and Scott Stewart, Esq.

For years, estate planning attorneys have been using A/B trusts primarily to protect their clients against estate taxes (though there are other reasons such as creditor protection and family bloodline protection).  Now, however, the majority of Americans are no longer subject to the estate tax – and capital gains taxes are what most of our clients are concerned about.  Join Joe and Scott for a discussion on B trusts and AB Trusts – are they still the best option, and if not, what can/should you do about it?

May
2
Thu
Business Planning Community Insights – Understand a Qualified Valuation as a Business Enhancement or Succession Planning Tool @ Southern California Institute
May 2 @ 9:00 am – 10:30 am

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Understand a Qualified Valuation as a Business Enhancement or Succession Planning Tool; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Steve Mancini, Esq.

Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.  Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill.  Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value.   Learn the anatomy and nuances of Assessments/Valuations, how to use them as a punch list, and how to transition from a Wisdom-driven Business to a Value-driven Business.

Estate Planning Community Insights – Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability @ Southern California Institute
May 2 @ 12:00 pm – 1:30 pm

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability; presented by Brooke Jensen, Esq. and Scott Stewart, Esq.

Wills, trusts, and other estate planning documents have been traditionally drafted to solve for the moments before death and the years after death.  These documents address the proverbial end as if it’s a light switch.  Learn how your planning and documents can address the full spectrum of planning – everything that may happen between now and then in the areas of control, health, safety, finances, and estate preservation.  Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law.  Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities.

Jun
6
Thu
Business Planning Community Insights – Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow @ Southern California Institute
Jun 6 @ 9:00 am – 10:30 am

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow; presented by Shelley Lightfoot and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow. One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, asset protection, finance, operations, sales and marketing, human resources, culture, and crisis management.

Estate Planning Community Insights – Benefits Planning – Understanding the Options You’re Entitled To @ Southern California Institute
Jun 6 @ 12:00 pm – 1:30 pm

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Benefits Planning – Understanding the Options You’re Entitled To; presented by Scott Stewart, Esq. and Steve Mancini, Esq.

Confronting the costs of long-term care is often the largest expense a couple will face.  Families often believe that it is too late or early to plan – and they must bare these costs on their own.  Though this may have been true 10 or 20 years ago, that is not the law now.  Also, on September 18, 2018, the VA published new rules to qualify, including penalizations for any gift made in the past 36 months as well as investments towards annuities. We understand that families often feel overwhelmed and are relieved to find a path to working through it all.