• PROTECT BUSINESS INTERESTS

    Execute strategies for lower taxes and a more profitable business exit.

  • SAFEGUARD YOUR WISHES

    Learn why 95% of estate plans fail and how to protect assets from real life situations.

    CE SEMINAR

  • ELEVATE YOUR CLIENTELE

    Gain tools that increase your value to high net-worth individuals.

    CE SEMINAR

  • BECOME INDISPENSABLE

    Use estate planning solutions to solve clients’ real life challenges.

    CE SEMINAR

CE SEMINARS

Business and estate planning CE seminars for CPAs, CFPs, and HI Insurance Producers.

ESTATE PLANNING

Real world asset protection strategies for divorce, sibling rivalry and life situations.  

BUSINESS STRATEGIES

Protect assets and people with business exit and tax strategies for individuals and organizations.

PEACEMAKING

Resolve disputes and bring parties together without expensive litigation.

WHY BRIAN B. LEE?

Renowned for his unique approach toward planning, Brian B. Lee is often sought out by the nation’s largest financial institutions to lecture, teach and consult with their clients.

MAVERICK

Based on Brian’s Experience, and mindset of looking outside the box, allows him to eliminate a problem before it arises.

LISTENER

Brian possesses an uncanny ability to identify and resolve complex underlying issues, many of which clients are unable to articulate themselves.

For over 40 years, Brian has helped clients successfully plan for life’s most complex business and family issues, including sibling rivalry, divorce, substance abuse, and partnership disputes. 

EXPERIENCE

Over the years, Brian has taught professionals that it is infinitely more important to know the right questions at the right time than the answers to the universe. Many times, asking the right questions produces the right answer.

MENTOR

WHAT WE OFFER

Gain a detailed understanding of the often complex areas of tax and estate planning. Focus areas include: property titling, gift and estate tax compliance, property transfers, and trust taxation. 12 CE Credits. 

STRATEGIC PLANNING I

STRATEGIC PLANNING II

This Intermediate to Advanced level class provides in-depth knowledge for practical applications of planning, such as overcoming family dynamics and adapting to overcome tax implications. 12 CE Credits. 

STRATEGIC PLANNING III

This course covers business entities and the planning challenges facing business owners. Includes ESOP”s 831b Captives, business entity valuation, and qualified and non-qualified plans. 12 CE Credits.

LECTURE SERIES

Brian Lee has helped local companies and Fortune 500 corporations use estate planning strategies to increase revenue streams. Now, he’s offering his lectures in Hawaii for individuals and organizations.

ESTATE SETTLEMENT

This FREE class covers what happens when a loved one dies, including required paperwork, probate, and financial obligations. Provided as a community service with the National Kidney Foundation of HI. 

Want to start a business but don’t know where to begin? This FREE class covers choosing the right business entity, protecting your assets, and more. Provided as a community service with the National Kidney Foundation of HI.

START-UP SATURDAYS

WHAT THEY SAID

  • “I can truly say that Mr. Lee’s classes have helped me increase my production by 40%. It’s just amazing how in every session that we have, I learn of a new concept and its application, and I can take it with me to the field immediately.”

    Jose M. V.

    AIG/American General

    Financial Advisor

  • “Perhaps the most valuable benefit I have gained from attending Brain’s classes is how to apply and market the concepts which have given me additional confidence in approaching and discussing complicated planning topics with new prospects and existing clients.”

    Michael S.

    American General Life and Accident Insurance Company

    CLU, LUTCF

  • “Your instruction will make us operate at a higher level of excellence. This is a once in a lifetime opportunity to learn from a master.”

    Paul S. F.

    American General Life

    CLU, Registered Representative

  • “Extremely helpful for all estate planners, CPAs, attorneys and insurance agents to do their job better—no matter what their level of experience.”

    Dick O.

    Certified Public Accountant

  • “I think this class was extremely informative and is a great way to get the estate planning ball rolling.”

    Travis T.

    Certified Public Accountant

  • “Was of great insight to me personally: found problems (as a result of his class) with relatives’ estate planning’”

    Dorothy N.

    Customer

  • “Brian is a great instructor with a wealth of knowledge ascertained from helping high-net clients for over 40 years. He lucidly demonstrates strategies and tactics that individuals can use to solve seemingly complex estate planning issues.”

    Darren V.

    Attorney, Financial Advisor

  • “Not only entertaining, but I learned several new approaches to estate planning.”

    Lucille M.

    Land and Genealogy Researcher

  • “I think Brian has a wealth of knowledge on how to protect your assets so that you can pass it on to those you love. I really enjoyed the classes. It is a lot to comprehend and requires a lot of thought.”

    Annjoy C.

    Customer

FOLLOW US

CONTACT US

Address: 

E’BUS Consulting

1314 S King St, Suite 1450

Honolulu, HI 96814

Phone: 

808-591-4811

Email:

ebusconsulting@gmail.com