Building Impactful Automation | A Real Life Walkthrough of “Result Producing” Automation Practices
April 24, 2017
The Founders Group – Business Transition Planning Services
May 9, 2017
Trump’s Tax Reform – Where Are We Now?
$0.00
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
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 a Video recording and a PDF copy of the presentation.)
Presented by Laura Stees
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The Gathering 2018 – Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know
$25.00Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill. Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value. Learn the nuances of Assessments/Valuations and how to transition from a Wisdom-driven Business to a Value-driven Business. Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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Gathering 2019 – Friday Only Registration
$260.00The Gathering 2019 – Estate Planning
Friday, February 22, 2019
Location: Marriott Del Mar
11966 El Camino Real
San Diego, CA 92121 -
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The Renaissance in Estate/Financial Planning and Taxation – Tweaking and Re-doing the “Alphabet Soup”
$25.00So 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
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