Insurance Bootcamp Fast Start Workshop
August 1, 2016Multigenerational Wealth Leverage Using Third Party Financing for Life Insurance
August 1, 2016
Counseling a Philanthropic Silicon Valley Entrepreneur in Setting up a Charitable Initiative: What are the Options?
$25.00
Peter and Sean will discuss creative and unique structures for setting up philanthropic initiatives – how some will synthesize charitable trusts but avoid the pitfalls and problems of UBTI, self-dealing, and private inurement restrictions.
(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 Kinney, Esq.
Peter and Sean will discuss creative and unique structures for setting up philanthropic initiatives – how some will synthesize charitable trusts but avoid the pitfalls and problems of UBTI, self-dealing, and private inurement restrictions.
(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 Kinney, Esq.
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In the Brave New World of FATCA & Co: Is Offshore Planning Dead?
$25.00Many planners may finally given up on the idea of planning with offshore entities in the time of FATCA and transparency. However, offshore planning is alive and well. Offshore entities can help with asset protection planning, tax planning for inbound investments, pre-immigration planning, diversification of assets, and international estate planning. Max and Alex will discuss the ins and outs of offshore planning in today’s world (as well as the related due diligence and reporting requirements) to allow wealth planning advisors to identify possible pitfalls and to make educated decisions.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Max Riederer von Paar, Esq. and Alex Matuk, Esq.
Click play to watch a short video about ‘In the Brave New World of FATCA & Co: Is Offshore Planning Dead?’
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Gala Individual Ticket
$250.00Please join us for a 70’s Attire Affair:
Circle of Friends Charity Gala
Thursday, February 21, 2019
San Diego Marriott – Del Mar
11966 El Camino Real
San Diego, CA 92130Cost: $250
5:30-6:30pm: COME AND GET YOUR LOVE Reception
6:30-8:30pm: ooo… BARRACUDA Dinner and Fund Raising
8:30 -11:00pm: BOOGIE WONDERLAND Live Music, Dancing, and Casino-Style Gaming
Proceeds to Benefit Rady Children’s Autism Discovery Institute
If you are registering for two, please add two products to your cart and add the guest name in the notes on the check out page.
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How Charitable Strategies Enhance Estates – 2013
$25.00Wealthy families cannot leave 100% of their estates to their children and grandchildren because the estate and the gift transfer tax system intervene. This workshop will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP, EA, CFP
Click play to watch a short video about ‘How Charitable Strategies Enhance Estates’
