Showing all 5 results

  • Tax Planning

    Trump’s Tax Reform – Where Are We Now?

    $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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  • Tax Planning

    Tax Planning Strategies Under the New Administration

    $25.00

    Now that a new president has been sworn in, it is highly likely that the tax law will receive a dramatic makeover.  Although it is tough to predict what the final revisions will look like this year, it’s clear that President-Elect Trump and the Republican Controlled Congress want to lower taxes.  Now is the perfect time to explore tax planning strategies that will align with the new administration.

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  • California Forum for ICAs – Full 12 Part Series

    $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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  • 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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  • Financial Planning

    Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs and Five Needs?

    $25.00

    Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the policy sold always appropriate, or even necessary? In today’s changed world of taxation, client bias, and fiduciary responsibilities, Trey share a refreshing approach to illustrating the varied considerations for life insurance.

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

    Presented by Trey Fairman, JD, LL.M and Laura Stees, CPA

    Click play to watch a short video about ‘Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs and Five Needs?’

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