The 5 Most Common Wealth Destroying Mistakes Business Owners Make – California Forum Presentation
June 26, 2015
In the Brave New World of FATCA & Co: Is Offshore Planning Dead?
August 25, 2015Secrets from the Board Room – Trusts & Public Mutual Funds for Accountants
$25.00
You’re helping your wealthiest clients plan for their future, but how can you help protect them without taking on too much liability yourself? Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to secure a seat at the table for generations by pulling the curtain back to expose the Wizard of Oz – be a hero in front of your clients, tell them the truth about “no load” mutual funds, paying fees only for results, and help those with piles of muni bonds avoid the train wreck. Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analysem.
Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to be a hero in front of your clients, tell the truth about “no load” mutual funds, pay fees only for results, and help those with piles of muni bonds avoid the train wreck.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analyzer
Click play to watch a short video about ‘Secrets from the Board Room – Trusts & Public Mutual Funds for Accountants’
You’re helping your wealthiest clients plan for their future, but how can you help protect them without taking on too much liability yourself? Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to secure a seat at the table for generations by pulling the curtain back to expose the Wizard of Oz – be a hero in front of your clients, tell them the truth about “no load” mutual funds, paying fees only for results, and help those with piles of muni bonds avoid the train wreck.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analyzer
Click play to watch a short video about ‘Secrets from the Board Room – Trusts & Public Mutual Funds for Accountants’
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by David K. Cahoone, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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And the Winner Is . . . Nevada?
$25.00Nevada is a top tier jurisdiction when it comes to asset protection and trust planning . . . WHY IS THIS? This presentation will address key advantages of Nevada jurisdiction and laws, including asset protection strategies, tax environment, and dynastic planning. Attorneys, financial advisors, CPAs, and other key client advisors will learn how to help clients reach their planning goals while growing their own practices and profitability.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Jeffrey Dunham and Jeffrey Burr, Esq.
Click play to watch a short video about ‘And the Winner Is … Nevada?’
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Proper Reporting May Prevent Estate Litigation
$25.00Understand 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’
