Showing 25–30 of 30 results
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Immigration for Business Owners, Real Estate Owners, and Family Members
$25.00Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes-complicated clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.
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Prefunding Your Final Expense Planning
$25.00Did you know millions of consumers are retiring early? Compared to previous generations, most are retiring without pensions and group benefits, including no life insurance. Upon retirement, most are shocked to learn their group life insurance coverage has ended. Join Monica and Janet to learn how setting up a Prepaid Funeral Expense Trust affords your clients benefits such as: income tax free funds, exemption from probate, immediate availability, safety from creditors, and more!
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Monica Szakos Cramer, Financial Advisor and Janet Silva, Insurance Agent
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Family Businesses: Where Are you Going and How Will You Get There?
$25.00One 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, finance, operations, sales and marketing, human resources, and crisis management. Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CEVAQ, SBA, CMEA and Jeffrey Kates
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3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning
$0.00Confronting 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. We know that families often feel overwhelmed and are relieved to find a path to working through it all. Learn how to overcome these 3 lies and 8 mistakes as well as understanding your current options.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Martha Rańōn, Southern Caregiver Resource Center and Scott Stewart, Esq.
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Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket
$25.00Keith and Mike will share their years of experience and insight for building company value and the importance of transaction readiness. Learn ways to help your clients improve their business process accounting systems; retain and reward key personnel; analyze after tax cash flow; structure the transaction; find the right buyer; and understand their tax structuring options upon sale.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Michael Shafer, CPA and Keith Troutman, CPA
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Asset Protection: Castles, Moats, and Alligators
$25.00This informative technical session will address planning techniques for taking chips off the table sooner, rather than later. The session also will cover different asset protection planning levels, ranging from domestic to offshore planning.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Greg Banner, CFP®, CLU®, CRTP and Alex Matuk, Esq.
