Alejandro Matuk

Showing 1–24 of 28 results

  • Business Owners & Planning

    Asset Protection: Castles, Moats, and Alligators

    $25.00

    This 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.

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  • Business Owners & Planning

    Asset Protection of the Business Owner

    $25.00

    This informative technical session will address planning techniques for taking chips off the table sooner, rather than later. The session will also 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 Stephanie Downer, Esq. and Alejandro Matuk, Esq.

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  • The Gathering 2017 – The Complete Package

    $300.00

    The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill their enlightened dreams.

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

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

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  • Business Owners & Planning

    Dissecting Buy/Sell Agreements – Legal, Technical, and Valuation Perspectives

    $25.00

    As advisors, we are well aware of the importance of buy/sell agreements for our business owner clients when it comes to issues such as developing the foundation of a successful partnership, controlling ownership of their companies, or preparing for business transitions amongst shareholders, members and employees.  From their own personal lessons and experience, Melisa and Alex will dissect the most important technical components of the agreement that effect the business valuation – and share how top business attorneys negotiate to get the best results for their clients.   Learn how to make sure you and your clients avoid common pitfalls.

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

    Presented by Melisa Silverman and Alex Matuk

    PREVIEW:

     

     

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  • Business Owners & Planning

    7 Steps to a Successful Business Exit

    $25.00

    Every business owner needs to begin their business planning with the end in mind. They need to visualize how they are going to transition out of their business.  Exit planning is a customized process of setting goals and deciding how to best achieve them.  Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold. Some topics to be discussed:

    • Structuring your business to attract buyers
    • Selling your business to family members or key employees and still getting the cash you need
    • Decreasing the amount of time and risk it takes to get your money from a sale to key employees or family members
    • Selling to whom you want, when you want, and get the income you want
    • The Seven Steps to a Successful Exit

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

    Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.

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  • Business Owners & Planning

    Business Buy/Sell and Contingency Planning

    $25.00

    Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including:  advantages, disadvantages, the different types, funding alternatives, valuation issues, and common problems business owners encounter. Some topics to be discussed:

    • What is a buy-sell Agreement?
    • Learn to control your business and its ultimate transition
    • Understand the need and advantages
    • Triggering events and understanding the need for a buy-sell agreement
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  • Elder Care Planning

    Challenges Associated with End of Life

    $25.00

    Spend time with Jennifer and Dr. Bob as they share real life examples that will drive home the need and value of talking with your loved ones about your end of life wishes before a crisis hits. Using tools and strategies, you will learn to identify what wishes are important (physical, social, financial, legal, nutritional, environmental, etc.) and how to clearly and effectively express them to your loved ones – and help others do the same. Reduce your clients’ stress levels and increase their quality of life by helping them understand the resources and services available within the healthcare system as well as identify where the major gaps are and what you can do to be better prepared.

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  • Asset Protection

    Asset Protection: Castles, Moats, and Alligators – How to Protect Your Business Owner Clients’ Most Valuable Assets

    $25.00

    This informative technical session will address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.

    Add to cart
  • Business Owners & Planning

    7 Steps to a Successful Business Exit

    $25.00

    Every business owner needs to begin their business planning with the end in mind. They need to visualize how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold. Some topics to be discussed: Structuring your business to attract buyers: Selling your business to family members or key employees and still getting the cash you need; Decreasing the amount of time and risk it take to get your money from a scale to key employees or family members; Selling to whom you want, when you want, and get the income you want; The Seven Steps to a Successful Exit.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.

    Add to cart
  • Dealing with Real Estate in a Contested Matter – Before and After Death

    $25.00

    Join a long-time litigator and an experienced real estate attorney/broker/litigator to discuss the common (and more complex) issues property owners face during their lifetime, as well as the problems that occur after death, and how they can be avoided. Trust/probate litigation is now commonplace, and it almost always involves real property disputes. Explore how the way real estate is held and managed affects a person’s estate plan, and learn about the interplay between a trustee’s duties and the interests of the beneficiaries.

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

    Presented by Freddy Garmo, Esq. and Alex Matuk, Esq.

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  • Business Owners & Planning

    Business Buy-Sell Contingency Planning

    $25.00

    Greg and Alex will discuss common issues business owners need to address regarding buy-sell  agreements including:  Advantages, disadvantages, the different types, funding alternatives,  valuation issues and common problems business owners encounter.  They will also discuss how to develop a contingency plan in case the circumstances of the business change and the buy-sell agreement does not address these changes.

    Some topics to be discussed:

    • What is a buy-sell Agreement?
    • Learn to control your business and its ultimate transition
    • Understand the need and advantages
    • Triggering events and understanding the need for a buy-sell agreement
    • Develop a Contingency Plan
    • Implementation

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.

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  • Business Owners & Planning

    Begin with the End in Mind – Do You Have the Right Entity Structure?

    $25.00

    From Choosing an Entity (Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies) to Evaluating the Entities, this course surveys each business entity option. Multiple considerations dictate which choice of entity, for example: What are the business goals of the owner(s)? How does ownership, liability protection, capitalization, management, sale of the business, estate planning, taxation, and owner and employee benefits affect the choice of business entity? Learn The Entity Choice Matrix.

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

    Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.

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  • Business Owners & Planning

    Choosing to See Behind Business Realities

    $25.00

    Many business owners strive to reach the stage of business where they are only as involved as they enjoy.  Joe and Barry will share a process to help you attract business owner clients by helping them see behind the business realities.  No matter what the driving issue, business owners and their teams often spend hours of effort addressing the symptom to only have to do it all over again…and again…and again. We believe that expanding perspective creates new possibilities and revitalizes new opportunities, information, and courses of action. Consider the opportunities for your clients’ businesses – as well as your own!

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

    Presented by Joe Strazzeri, Esq. and Barry Waxler, The Founders Group

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  • Business Owners & Planning

    Under-Utilized Tools for Today’s Business Succession Planning Needs

    $25.00

    Gain an understanding of how to create a defendable and practical business valuation with special attention to cash flow issues. Various advisors may inadvertently emphasize their specific areas of specialty which can result in an incomplete plan. Discover a process to help you identify and ensure the maximization of your client’s goals and dreams. Greg and Alex will discuss how to make the most of these concepts while partnering with the business owner and other collaborative professionals to drive a successful transition.

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

    Presented by Greg Banner CLU®, CFP®, CRTP and Alejandro Matuk, Esq.

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  • Business Owners & Planning

    Handling the Sale of a Business

    $25.00

    Whether your client is the buyer or the seller, being knowledgeable of the entire acquisition process is a must. Join us for this important seminar that will address the overall buying and selling process of a business, a clear understanding of the tax saving strategies available to your client, structuring stock and asset purchase agreements, and other important documents/caveats in the sale/purchase of a business.

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

    Presented by Freddy Garmo & Alex Matuk

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  • California Forum for Accountants – Full 7-Part Series

    $175.00 $140.00

    This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an accountant’s point of view – and will provide relevant information to help you protect your clients, recognize reporting requirements, and provide opportunities to grow your practice.

    Proper Reporting May Prevent Estate Litigation
    Presented by Wendy Wilson, Esq. and Alejandro Matuk, Esq.

    Secrets from the Board Room – Trusts & Public Mutual Funds
    Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analyst

    Evolving the Business – Yours and/or Your Clients’
    Presented by Paul Scott, CPA, ABV, CFF and Joseph J. Strazzeri, Esq.

    From their Perspective – How to be Relevant in “Google-land”
    Presented by Rob Pene, Director of Digital Education and Communication and Pablo Palomino, Esq.

    Understanding the Reporting Requirements and Liabilities for Business Owners as Fiduciaries
    Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner

    Life Insurance – Appropriate? Or Even Necessary?
    Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.

    Running Out of Money Without Proper Distribution Planning
    Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

    (Purchase of this product will include Audio recordings and PDF copies of the presentations.)

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  • California Forum for ICAs – Full 12 Part Series

    $300.00 $240.00

    The Southern California Institute presented the California Forum for Independent Collaborative Advisors (ICAs) on July 23rd and 24th, 2012. As you know, during these confusing and difficult times it is even more important that we gather together to share insights, education and collegiality.

    This program is designed to help accountants, attorneys, bankers, life professionals, financial advisors, and other wealth advisors build client teams that provide optimum service with atypical strategies and solutions for their clients. The processes and solutions we teach in this fast-paced, two day program will demonstrate how to attract more opportunities and close more business.

    A New Way to Attact Business Owners
    Presented by Paul Scott, CPA, ABV, CFF and Shelley Lightfoot, Executive Director

    America’s New Gold Rush: Working with Affluent Foreign Nationals

    Presented by Ryan Alexeev, Esq. and Alex Matuk, Esq. (PDF Only)

    Your Client Will Run Out of Money Without Proper Distribution Planning
    Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.

    Understanding the Liabilities for Business Owners as Fiduciaries
    Presented by Maureen Verduyn, CFP®, MEd and Nick Gardner, Financial Advisor

    Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and those “Other Investment Classes”
    Presented by Ryan Ponsford & John Jenkins, AEP®, EA, CFP®

    Captive Insurance Companies – Opportunities and Hazards
    Presented by Celia Clark, Esq. and Joe Strazzeri, Esq.

    Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs, and Five Needs?
    Presented by Trey Fairman, JD, LL.M and Laura Stees, CPA

    Secrets from the Boardroom? Trusts & Public Mutual Funds 
    Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client Analyst

    Realities and Benefits of Using Alaska Trusts
    Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.M

    Social Media – Creating Your Online Presence and Keeping Compliant?
    Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and Communication

    The Four Keys To Marketing Your Practice
    Presented by Mark Merenda

    Marketing Lessons From the MoviesYour Practice
    Presented by Mark Merenda (PDF Only)

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

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  • California Forum for Attorneys – Full 6 Part Series

    $150.00 $120.00

    This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an attorney’s point of view – and will provide relevant information to help you protect your clients, recognize liabilities and opportunities as well as grow your practice.

    (Purchase of this product will include Audio recordings and PDF copies of the presentations.)

    Understanding the Liabilities for Business Owners as Fiduciaries
    Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner

    Your Client Will Run Out of Money Without Proper Distribution Planning
    Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

    Secrets from the Boardroom – Trusts & Public Mutual Funds
    Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analyst

    From Their Perspective – How to be Relevant in “Google-Land”
    Presented by Rob Pene, Director of Digital Education & Communication and Shelley Lightfoot, Executive Director

    A Different Perspective on Preparing for Your Day in Court
    Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.

    Evolving the Business – Yours and/or Your Clients’
    Presented by Paul Scott, CPA, ABV, CFF and Joseph J. Strazzeri, Esq.

    (Purchase of this product will include Audio recordings and PDF copies of the presentations.)

    Add to cart
  • Dealing with Real Estate in a Contested Matter – Before and After Death

    $25.00

    Join a long-time litigator and an experienced real estate attorney/broker/litigator to discuss the common (and more complex) issues property owners face during their lifetime, as well as the problems that occur after death, and how they can be avoided. Trust/probate litigation is now commonplace, and it almost always involves real property disputes. Explore how the way real estate is held and managed affects a person’s estate plan, and learn about the interplay between a trustee’s duties and the interests of the beneficiaries.

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

    Presented by Freddy Garmo, Esq. and Alex Matuk, Esq.

    Add to cart
  • Business Owners & Planning

    Buy-Sell Agreement and Contingency Planning

    $25.00 $0.00

    Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including:  advantages, disadvantages, the different types, funding alternatives, valuation issues, and common problems business owners encounter.

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

    Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.

    Add to cart
  • Business Owners & Planning

    Begin With the End in Mind

    $25.00

    From Choosing an Entity (Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies)to Evaluating the Entities, this course surveys each business entity option. Multiple considerations dictate which choice of entity, for example: What are the business goals of the owner(s)? How does ownership, liability protection, capitalization, management, sale of the business, estate planning, taxation, and owner and employee benefits affect the choice of business entity? Learn The Entity Choice Matrix.

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

    Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.

    Click play to watch a short video about ‘Begin with the End in Mind?’

    Add to cart
  • Business Owners & Planning

    7 Steps to Successful Business Exit Strategies

    $25.00

    Every business owner needs to plan with the end in mind as to how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold.

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

    Presented by Greg Banner, CLU, CFP, CRTP and Alejandro Matuk, Esq.

    Click play to watch a short video about ‘7 Steps to Successful Business Exit Strategies’

    Add to cart
  • Business Owners & Planning

    Buy Sell Agreements

    $25.00

    Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including: Advantages, disadvantages, the different types, funding alternatives, valuation issues and common problems business owners encounter.

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

    Presented by Gregory Banner, CFP, CLU and Alejandro Matuk, Esq.

    Click play to watch a short video about ‘Buy Sell Agreements’

    Add to cart
  • Collaboration

    Traditional Estate & Business Planning

    $25.00

    By combining your client’s legal, financial, tax, philanthropic, and business matters into a unified plan, you can:

    – Increase your client’s control over his or her affairs;
    – Assure the continuance of your client’s lifestyle and the protection of your client’s assets;
    – Enable your client to pass his or her values and work ethic to his or her heirs;
    – Substantially reduce excise, gift, estate, income, and generation-skipping taxes;
    – Manage the value of your client’s business interests; and
    – Keep your client’s affairs free from publicity and the costs and delay of probate.

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

    Presented by Joe Strazzeri, Esq. and Alejandro Matuk, Esq.

    Click play to watch a short video about ‘Traditional Estate & Business Planning’

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