What’s Old is New Again – Insurance Planning Under the New Tax Law
May 6, 2019
Understand a Qualified Valuation as a Business Enhancement or Succession Planning Tool
$25.00
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. Simply 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 anatomy and nuances of Assessments/Valuations, how to use them as a punch list, and how to transition from a Wisdom-driven Business to a Value-driven Business.
(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 Stephen Mancini, Esq.
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. Simply 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 anatomy and nuances of Assessments/Valuations, how to use them as a punch list, and how to transition from a Wisdom-driven Business to a Value-driven Business.
(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 Stephen Mancini, Esq.
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Life Insurance – Appropriate? Or Even Necessary?
$25.00Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the policy sold always appropriate, or even necessary? In today’s changed world of taxation, client bias, and fiduciary responsibilities, Trey and Steve share a refreshing approach to illustrating the varied considerations for life insurance as well as how to more thoroughly assist your clients in their insurance planning choices.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.
Click play to watch a short video about ‘Life Insurance – Appropriate? or Even Necessary?’
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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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California Forum for ICAs – Full 12 Part Series
$240.00The Southern California Institute presented the California Forum for Independent Collaborative Advisors (ICAs) on July 23rd and 24th, 2012. As you know, during these confusing and difficult times it is even more important that we gather together to share insights, education and collegiality.
This program is designed to help accountants, attorneys, bankers, life professionals, financial advisors, and other wealth advisors build client teams that provide optimum service with atypical strategies and solutions for their clients. The processes and solutions we teach in this fast-paced, two day program will demonstrate how to attract more opportunities and close more business.
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Presented by Mark Merenda (PDF Only)(Purchase of this product will include Audio recordings, and PDF copies of the presentations.)
