The Gathering 2018 – Give Your Clients “Command” of the Fiduciary Role with their own Private Trust Company
March 23, 2018The Gathering 2018 – Understanding Elder Financial Abuse – Helping Families
March 23, 2018The Gathering 2018 – Taxes, Control, and Cash Flow: Personal Planning Before, During, and After the Sale of a Business
$25.00
What are the Primary Techniques of Business Succession?
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Peter Myers, Esq. and Sean Kenney, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
What are the Primary Techniques of Business Succession?
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Peter Myers, Esq. and Sean Kenney, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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Handling the Sale of a Business
$25.00Whether 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
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A New Way to Attract Business Owners
$25.00The 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. Paul and Shelley will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy. Consider your practice and consider a new way to attract business owners.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Paul Scott, CPA, ABV, CFF and Shelley Lightfoot, Executive DirectorClick play to watch a short video about ‘A New Way to Attract Business Owners’
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How to Protect Your Business Owner Clients’ Most Valuable Assets
$25.00This 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'
