

$260.00
The Gathering 2019 – Estate Planning
Thursday, February 21, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121
The Gathering 2019 – Estate Planning
Thursday, February 21, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121
Are you prepared to take advantage of Trump’s tax reform plan? At this session, we will discuss tax reforms that will have taken place already under the new administration as well as changes that we are still expecting to occur.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Laura Stees
So now we know, all of the planning that we have done for our favorite clients needs to be reviewed and most will need to be re-done. As CPAs, Financial Advisors, Attorneys, and other Wealth Planners, we have the duty and privilege to contact potential and current clients regarding those plans that include the alphabet soup of: AB, ABC, ILIT, IDIT, IDGT, QPRT, FLP, and the balance of the list. Bill and Jessica will provide technical knowledge, practical tips, forms, and letters to use in your practice. These next two years may well be the best years of your practice.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by William Conway
PREVIEW:
All of us run in to clients with advanced needs where we want to help. Join Steve to learn more about co-counsel relationships and the planning process to help affluent families and business owners. Take a look at www.strazzerimancini.com and the FamilyCare Wealth Strategies Planning Group tab to see if this kind of planning and process might be right to collaborate into your practice and increase your revenue, while maintaining your client relationships for years thereafter.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about ‘Strazzeri Mancini, LLP’