From Their Perspective – How to be Relevant in “Google-Land” for Attorneys
August 25, 2015
Evolving the Business for Accountants – Yours and/or Your Clients’
August 25, 2015
Proper Reporting May Prevent Estate Litigation
$25.00
Understand the responsibilities your trustee clients take on and help them avoid common mistakes such as claiming disallowed or excessive administration expenses, mismanagement and distribution of trust assets, or failure to comply with trust accounting and reporting requirements. Join Alex and Wendy as they discuss why understanding the people, process, relationships, motivations, personal history, assets, taxation, valuations, timeframe and likelihood of outcomes are all just as important as the “facts and law.”
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Wendy Wilson, Esq. and Alejandro Matuk, Esq.
Click play to watch a short video about ‘Proper Reporting May Prevent Estate Litigation’
Understand the responsibilities your trustee clients take on and help them avoid common mistakes such as claiming disallowed or excessive administration expenses, mismanagement and distribution of trust assets, or failure to comply with trust accounting and reporting requirements. Join Alex and Wendy as they discuss why understanding the people, process, relationships, motivations, personal history, assets, taxation, valuations, timeframe and likelihood of outcomes are all just as important as the “facts and law.”
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Wendy Wilson, Esq. and Alejandro Matuk, Esq.
Click play to watch a short video about ‘Proper Reporting May Prevent Estate Litigation’
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The Gathering 2018 – The Complete Package
$300.00Our 14th annual Gathering is two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.
The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.
(Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the Presentations.)
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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Four Keys to Marketing Your Practice
$25.00Over 18 years of helping attorneys get new clients, four key strategies have emerged as most effective. SmartMarketing president Mark Merenda shares the techniques you can use immediately to grow your revenue, increase your profit, and achieve your ideal practice.
(Purchase of this product will include an Audio recording, and a PDF copy of the presentation.)
Presented by Mark Merenda
Click play to watch a short video about ‘Four Keys to Marketing Your Practice’
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In the Brave New World of FATCA & Co: Is Offshore Planning Dead?
$25.00Many planners may finally given up on the idea of planning with offshore entities in the time of FATCA and transparency. However, offshore planning is alive and well. Offshore entities can help with asset protection planning, tax planning for inbound investments, pre-immigration planning, diversification of assets, and international estate planning. Max and Alex will discuss the ins and outs of offshore planning in today’s world (as well as the related due diligence and reporting requirements) to allow wealth planning advisors to identify possible pitfalls and to make educated decisions.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Max Riederer von Paar, Esq. and Alex Matuk, Esq.
Click play to watch a short video about ‘In the Brave New World of FATCA & Co: Is Offshore Planning Dead?’
