The Gathering 2018 – Marital Deduction Planning in the Current Tax Environment
March 23, 2018The Gathering 2018 – Advantages of Working with a Community Foundation – Business, Real Estate, and Estate Succession Planning
March 23, 2018The Gathering 2018 – How an Entrepreneur Invests After the Liquidation Event – Pitfalls, Options, and Keeping the Client
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Diversification to Help Reduce Volatility
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Private Bankers Brad Myslinski, Scott Keifer, and Dean Thompson
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Diversification to Help Reduce Volatility
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Private Bankers Brad Myslinski, Scott Keifer, and Dean Thompson
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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7 Steps to Successful Business Exit Strategies
$25.00Every business owner needs to plan with the end in mind as to how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold.
(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 ‘7 Steps to Successful Business Exit Strategies’
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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…’
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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?’
