Benefits of Planning – Understanding the Options You’re Entitled To
February 15, 2019
Understand a Qualified Valuation as a Business Enhancement or Succession Planning Tool
May 6, 2019
What’s Old is New Again – Insurance Planning Under the New Tax Law
$25.00
Change creates opportunity. With increased exemptions, income tax planning is now the focus for many. Private placement products are gaining a much-needed foothold in the supplemental income market. Lower maximum tax rates for C corporations means utilizing “split-dollar” plans to gain an advantage when securing life and long-term care insurance. Learn what strategies may be the right move in today’s tax environment.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman, JD, LL.M.
Change creates opportunity. With increased exemptions, income tax planning is now the focus for many. Private placement products are gaining a much-needed foothold in the supplemental income market. Lower maximum tax rates for C corporations means utilizing “split-dollar” plans to gain an advantage when securing life and long-term care insurance. Learn what strategies may be the right move in today’s tax environment.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman, JD, LL.M.
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$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.)
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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.)
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Click here to see the Gathering Agenda with the list of the presentations and presenters.
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The Gathering 2018 – Taxes, Control, and Cash Flow: Personal Planning Before, During, and After the Sale of a Business
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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 Peter Myers, Esq. and Sean Kenney, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
