The Gathering 2018 – How an Entrepreneur Invests After the Liquidation Event – Pitfalls, Options, and Keeping the Client
March 23, 2018The Gathering 2018 – Immigration for Business Owners, Real Estate Owners, and Family Members
March 23, 2018The Gathering 2018 – Advantages of Working with a Community Foundation – Business, Real Estate, and Estate Succession Planning
$25.00
In this deep dive presentation, Baruch and Ellen will focus on the value add that charitable planning provides and ways to incorporate these techniques into your exit planning practice for the benefit of your clients. Understand the three key planning areas of: technical/document strategies; advantages of using stock or partnership interests when exiting or refinancing, and the benefit of legacy. Learn how charitable planning may help a business owner have a better, more satisfying life, and a better relationship with their family.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Baruch Littman and Ellen Rosen, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
In this deep dive presentation, Baruch and Ellen will focus on the value add that charitable planning provides and ways to incorporate these techniques into your exit planning practice for the benefit of your clients. Understand the three key planning areas of: technical/document strategies; advantages of using stock or partnership interests when exiting or refinancing, and the benefit of legacy. Learn how charitable planning may help a business owner have a better, more satisfying life, and a better relationship with their family.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Baruch Littman and Ellen Rosen, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Related products
-
Add to cart
Begin With the End in Mind
$25.00From Choosing an Entity (Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies)to Evaluating the Entities, this course surveys each business entity option. Multiple considerations dictate which choice of entity, for example: What are the business goals of the owner(s)? How does ownership, liability protection, capitalization, management, sale of the business, estate planning, taxation, and owner and employee benefits affect the choice of business entity? Learn The Entity Choice Matrix.
(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 ‘Begin with the End in Mind?’
-
Add to cart
The 5 Most Common Wealth Destroying Mistakes Business Owners Make – California Forum Presentation
$25.00Business owners are overwhelmed with trying to increase their revenues and reduce expenses due to the challenging economy. It is virtually impossible for them to focus on the daily business challenges and maximize the wealth planning opportunities that are available within the company. Learn the 5 most common personal wealth destroying mistakes business owners are making everyday at the company level and how you can introduce a process to deliver the solutions that they need to implement now.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Mike Rodman, CFP
Click play to watch a short video about ‘The 5 Most Common…’
-
Add to cart
Delivering Vision
$25.00Peter will provide you with the tools to partner with your business owner clients and guide them through a process that identifies their vision and goals; determines the current value of their business now versus where they want it to be; and develops a gap or surplus plan to increase income or take chips off the table. Help your business owners achieve their vision and get where they want it to be upon retirement.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Peter Sieffert, Business Consultant
Click play to watch a short video about ‘Delivering Vision’
