Proper Reporting May Prevent Estate Litigation
August 25, 2015
Are You A Mac or PC?
August 25, 2015
Evolving the Business for Accountants – Yours and/or Your Clients’
$25.00
The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.
Click play to watch a short video about ‘Evolving the Business – Yours and/or Your Clients’
The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.
Click play to watch a short video about ‘Evolving the Business – Yours and/or Your Clients’
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Supporting Family Offices, Trust Companies, and Fiduciaries
$25.00“Family Partnering” decreases risk and increases value through benchmarking, planning, and monitoring of families’ personal and asset goals. Joe and Carl share a way to collaborate with other advisors to serve and steward the specialized needs of successful families, businesses, and the family offices, trust companies, and fiduciaries that take care of them. The family engages the firm directly and in turn, with disclosure, and where appropriate, the law firm engages the necessary collaborative advisors in order to:
• Protect the other collaborative advisors’ work product as attorney client privileged;
• Create an open exchange of information among the family and all advisors; and
• Compensate the collaborative advisors from the over-all “Family Partnering” fee.(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joseph Strazzeri, Esq. and Carl Sheeler, PhD, CBA, AVA
Click play to watch a short video about ‘Supporting Family Offices, Trust Compnanies, and Fiduciaries’
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California Forum for Accountants – Full 7-Part Series
$140.00This 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
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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 GardnerLife 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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Client Facilitation
$75.00Working with clients and their advisors can be full of different dynamics and models. From a collaborative approach to a one time technician approach, this session will explore various models of working with clients and their advisors. Often times, professionals have difficulty balancing their time, expertise, and/or services with proper compensation for the appropriate effort involved. You will learn how to navigate through those discussions and find out how to be compensated for the work you do and the expertise you have.
(Purchase of this product will include a Video recording, an Audio recording and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini.
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