Showing all 18 results

  • Gathering 2019 – Friday Only Registration

    $260.00

    The Gathering 2019 – Estate Planning

    Friday, February 21, 2019

    Location: Marriott Del Mar
    11966 El Camino Real
    San Diego, CA 92121

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  • Gathering 2019 – Thursday Only Registration

    $260.00

    The Gathering 2019 – Estate Planning

    Thursday, February 21, 2019

    Location: Marriott Del Mar
    11966 El Camino Real
    San Diego, CA 92121

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  • The Gathering 2018 – The Complete Package

    $300.00

    Our 14th annual Gathering is two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.

    The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

    (Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the Presentations.)

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • The Gathering 2018 – Providing Wisdom, Leadership, and Planning in Tumultuous Times

    $25.00

    What a year it’s been since we were last together at the 2017 Laureate Gathering! Our 14th annual Current Developments Session will dig into to the planning opportunities and pitfalls created by the newly minted Tax Cuts and Jobs Act. We’ll focus on the most practical and relevant topics of conversation and planning opportunities for financial advisors, attorneys, CPAs, philanthropic advisors, trust officers and insurance professions to share with clients and prospective clients. Finally, we’ll examine how true collaboration among a team of advisors is even more important in the 2018 maelstrom to help our clients discover and implement a critical path to their Enlightened Dreams ™

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

    Presented by David K. Cahoone, Esq.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • The Gathering 2018 – Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know

    $25.00

    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 nuances of Assessments/Valuations and how to transition from a Wisdom-driven Business to a Value-driven Business. 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.

    (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, CEVA, SBA, CMEA and Steve Mancini, Esq.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • The Gathering 2018 – Advantages of Working with a Community Foundation – Business, Real Estate, and Estate Succession Planning

    $25.00

    In this deep dive presentation, Baruch and Ellen will focus on the value add that charitable planning provides and ways to incorporate these techniques into your exit planning practice for the benefit of your clients. Understand the three key planning areas of: technical/document strategies; advantages of using stock or partnership interests when exiting or refinancing, and the benefit of legacy. Learn how charitable planning may help a business owner have a better, more satisfying life, and a better relationship with their family.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

    Presented by Baruch Littman and Ellen Rosen, Esq.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • The Gathering 2018 – How an Entrepreneur Invests After the Liquidation Event – Pitfalls, Options, and Keeping the Client

    $25.00

    Diversification to Help Reduce Volatility

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

    Presented by Private Bankers Brad Myslinski, Scott Keifer, and Dean Thompson

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • The Gathering 2018 – Taxes, Control, and Cash Flow: Personal Planning Before, During, and After the Sale of a Business

    $25.00

    What are the Primary Techniques of Business Succession?

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

    Presented by Peter Myers, Esq. and Sean Kenney, Esq.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • The Gathering 2018 – Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket

    $25.00

    Keith 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.)

    Ppresented by Keith Troutman, CPA, Michael Shafer, CPA, and Joshua Siegel, CPA, JD, LL.M.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • Financial Planning

    Prefunding Your Final Expense Planning

    $25.00

    Did 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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  • Business Owners & Planning

    Family Businesses: Where Are you Going and How Will You Get There?

    $25.00

    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, 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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  • Elder Care Planning

    3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning

    $25.00 $0.00

    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. 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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  • Tax Planning

    Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket

    $25.00

    Keith 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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  • Tax Planning

    Trump’s Tax Reform – Where Are We Now?

    $25.00 $0.00

    Are you prepared to take advantage of Trump’s tax reform plan?  At this session, we will discuss tax reforms that will have taken place already under the new administration as well as changes that we are still expecting to occur.

    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)

    Presented by Laura Stees

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  • Elder Care Planning

    Reporting Elder Abuse: Should I? Must I? Or Must I Not?

    $25.00

    Different states and federal authorities impose either requirements or best practices regarding reporting of suspected elder abuse, physical and financial, on professionals.  These are especially prevalent in the health care and financial fields.  However, there is a tension between one’s duty to report suspected fraud, fraudulent activity, and undue influence, and one’s duty to maintain the privacy and confidentiality of client and customer information.  Sheila and Peter will canvas the relevant authorities and discuss ways for professionals and their agents to maintain compliance with the reporting obligations while still preserving the confidences of customer and client information.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Peter Myers and Sheila K. Robello

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  • Estate Planning

    The Renaissance in Estate/Financial Planning and Taxation – Tweaking and Re-doing the “Alphabet Soup”

    $25.00

    So now we know, all of the planning that we have done for our favorite clients needs to be reviewed and most will need to be re-done.  As CPAs, Financial Advisors, Attorneys, and other Wealth Planners, we have the duty and privilege to contact potential and current clients regarding those plans that include the alphabet soup of: AB, ABC, ILIT, IDIT, IDGT, QPRT, FLP, and the balance of the list.  Bill and Jessica will provide technical knowledge, practical tips, forms, and letters to use in your practice.  These next two years may well be the best years of your practice.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by William Conway 

    PREVIEW:

     

     

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  • Tax Planning

    Tax Free Investing and Retirement

    $25.00

    Forget about NINGs – if you have clients who want to (1) eliminate state and federal income taxes on their investments, (2) invest in highly tax inefficient assets (think hedge funds, ordinary income producing assets), (3) protect their investments from creditors, and (4) have a source of income-tax free retirement income – we’ve got the solution for you – and it works in all 50 states.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Scott Gunderson, J.D. and Greg Crawford, CFP

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  • Tax Planning

    Political Showdown on Taxes

    $25.00

    Join Laura and Steve as they discuss the most current tax reform activity in Washington and how it will affect you and your clients’ income tax planning for 2013. Politicians have been busy in Washington with each party challenging the other to a showdown. No matter which way you voted, it is clear that the passage of any sort of tax reform is going to require hard work and compromise on both sides of the aisle – learn how to help your clients.

    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

    Presented by Laura Stees, CPA and Stephen J. Mancini, Esq

    Click play to view a short video about ‘Political Showdown on Taxes’

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