$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.
“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’
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 – You and/or Your Clients’
This informative technical session will help clients address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Greg Banner, CPU, CLU and Joe Strazzeri, Esq.
Click play to watch a short video about 'How to Protect Your Business Owner Clients' Most Valuable Assets'