How Charitable Strategies Enhance Estates – 2013
August 25, 2015
Begin With the End in Mind
August 25, 20157 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’
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’
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Business Buy-Sell Contingency Planning
$25.00Greg 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?
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- 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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Buy Sell Agreements
$25.00Greg 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’
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A Different Perspective on Preparing for your Day in Court
$25.00Traditional litigation is frustrating, time consuming, and expensive – and it is about more than “going to court.” Join Wendy and Alex as they discuss why understanding the people, process, relationships, personal history, assets, taxation and valuations are as important as the “facts and law.” Consider using an Estate Litigation process to help you and your clients understand the timeframe and likelihood of outcomes, and reduce stress while achieving resolution and closure.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.
Click play to watch a short video about ‘A Different Perspective on Preparing For Your Day in Court’
