

$149.00
Early Bird Pricing of $119.00 Expires on May 25th MAY 31st!
Thursday, June 21, 2018
Estancia La Jolla Hotel & Spa
9700 N Torrey Pines Road, La Jolla, CA 92037
The Southern California Institute’s semi-annual California Forum is partnering with the San Diego Business Journal to provide business and wealth advisors with the current tools and resources to help Family Businesses navigate the tributaries and ramifications of their potential choices.
This program will focus on what’s old, what’s new, what’s working, and what’s not in regard to topics such as: the stages of business, family dynamics, exit options, insurance, legal, and tax strategies.
For more details, visit www.caforum2018.com
**Advisors attending this program will have the opportunity to partner with SCI and SBDJ for an Owner’s Awards event in October.**
Early Bird Pricing of $119.00 Expires on May 25th MAY 31st!
Thursday, June 21, 2018
Estancia La Jolla Hotel & Spa
9700 N Torrey Pines Road, La Jolla, CA 92037
The Southern California Institute’s semi-annual California Forum is partnering with the San Diego Business Journal to provide business and wealth advisors with the current tools and resources to help Family Businesses navigate the tributaries and ramifications of their potential choices.
This program will focus on what’s old, what’s new, what’s working, and what’s not in regard to topics such as: the stages of business, family dynamics, exit options, insurance, legal, and tax strategies.
For more details, visit www.caforum2018.com
**Advisors attending this program will have the opportunity to partner with SCI and SBDJ for an Owner’s Awards event in October.**
Yes, 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.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Ok, its back to the future time. Considering the large number of family owned businesses, new tax laws, and possible transitions – practitioners need to understand the uses, benefits, liabilities, and dangers of life insurance, long-term care, and retirement distribution planning. Join experts Trey and Cindy as they de-mystify and explain these potential complications.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Trey Fairman, JD, LL.M. and Cindy Eisenhower
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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.