$260.00
The Gathering 2019 – Estate Planning
Friday, February 22, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121
The Gathering 2019 – Estate Planning
Friday, February 22, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121
Change creates opportunity. With increased exemptions, income tax planning is now the focus for many. Private placement products are gaining a much-needed foothold in the supplemental income market. Lower maximum tax rates for C corporations means utilizing “split-dollar” plans to gain an advantage when securing life and long-term care insurance. Learn what strategies may be the right move in today’s tax environment.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman, JD, LL.M.
The Gathering 2019 – Estate Planning
Thursday, February 21, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121
Keith and Mike will share their years of experience and insight for building company value and the importance of transaction readiness. Learn ways to help your clients improve their business process accounting systems; retain and reward key personnel; analyze after tax cash flow; structure the transaction; find the right buyer; and understand their tax structuring options upon sale.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Michael Shafer, CPA and Keith Troutman, CPA