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Tell Your Clients and Friends – What To Do and What Not To Do, If You Are Pulled Over After You’ve Had a Cocktail
$25.00
Driving is such an important part of our daily living that many people do not realize how much time they spend behind the wheel until their license is suspended or revoked. If someone is arrested for a DUI, they are faced with two DUI proceedings: a DMV procedural hearing and the criminal prosecution. Join Richard and Joe as they share insights on the critical moments from when you see the red and blue lights in your rearview mirror through the possible following year of life turmoil.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Richard Katzman, Esq. and Joe Strazzeri, Esq.
Driving is such an important part of our daily living that many people do not realize how much time they spend behind the wheel until their license is suspended or revoked. If someone is arrested for a DUI, they are faced with two DUI proceedings: a DMV procedural hearing and the criminal prosecution. Join Richard and Joe as they share insights on the critical moments from when you see the red and blue lights in your rearview mirror through the possible following year of life turmoil.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Richard Katzman, Esq. and Joe Strazzeri, Esq.
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Business Valuations LTD
$25.00Valuations are often simply seen as tools to: enhance discounts for gifting; justify loan amounts; and plan for buy/sell agreements and their funding. Though these tools are important to the estate and business planning attorney, they fall short of positioning that attorney as an ongoing key advisor to the business owner. Join Carl to learn how to partner with your valuation expert to help business owners increase value in their business through decreasing risk in identifiable and measurable ways each year.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler and Joseph J. Strazzeri
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Client Facilitation
$75.00Working with clients and their advisors can be full of different dynamics and models. From a collaborative approach to a one time technician approach, this session will explore various models of working with clients and their advisors. Often times, professionals have difficulty balancing their time, expertise, and/or services with proper compensation for the appropriate effort involved. You will learn how to navigate through those discussions and find out how to be compensated for the work you do and the expertise you have.
(Purchase of this product will include a Video recording, an Audio recording and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini.
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Captive Insurance Companies – Opportunities and Hazards
$25.00Too many times promoters try to sell an idea to clients for the wrong purpose, which only drives eventual client dissatisfaction and IRS scrutiny. Although captive insurance companies are often thought of as an income tax strategy, the primary reason to consider and implement a captive insurance company is and must always be the covering of an insurable risk to the client’s primary company. Join Celia and Joe as they discuss appropriate goals and needs of the client, along with the intent of the laws and code sections as they relate to planning for captives.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Celia Clark, Esq. and Stephanie Downer, Esq.
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