

$25.00
Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Whether your client is the buyer or the seller, being knowledgeable of the entire acquisition process is a must. Join us for this important seminar that will address the overall buying and selling process of a business, a clear understanding of the tax saving strategies available to your client, structuring stock and asset purchase agreements, and other important documents/caveats in the sale/purchase of a business.
(Purchase of this product will include a Video recording, an Audio recording , and a PDF copy of the presentation.)
Presented by Freddy Garmo & Alex Matuk
Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including: Advantages, disadvantages, the different types, funding alternatives, valuation issues and common problems business owners encounter.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Gregory Banner, CFP, CLU and Alejandro Matuk, Esq.
Click play to watch a short video about ‘Buy Sell Agreements’
Every 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’