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.
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