SEMINARS
CORPORATE LECTURE SERIES
Estate Planning, Business Exit Strategies, and Peacemaking
Brian B. Lee has helped local and family businesses across the country as well as Fortune 500 corporations effectively use estate planning strategies to increase revenue streams. His experience with high-net worth clients provides invaluable insights to accountants, lawyers, financial planners, and insurance producers, and anyone interested in expanding their financial repertoire. Each of Brian’s highly-engaging lectures are tailored to his audience’s knowledge level and area of interest, supplemented by real life examples that make strategies more tangible and meaningful for professionals and their clients.
Can Brian help your business? Call 591-4811 or email us.
CONTINUING EDUCATION SEMINARS
Each 2-day seminar provides 12 CE credits for CPAs, CFPs, and HI Insurance Producers
Learn to address why 95% of all estate plans fail; how to protect spouse and children’s inheritance from real life problems such as divorce, control and sibling rivalry, and why a money manager is critical to the plan’s success.
STRATEGIC ESTATE PLANNING I
CE credits for CPAs, CFPs, and HI Insurance: $275
Open to the public non-CE credit option: $225
Returning students will receive a discount.
This course provides detailed explanation on often complex areas of tax and estate planning. Many common problems arising in estate settlement are addressed with solutions to avoid and “fix” where possible, when client is still alive. Learn to identify and address potential asset distribution obstacles, while building credibility with and working together with a client’s other professional advisers. Focus areas include: Property titling, gift and estate tax compliance, property transfers, and trust taxation.
2-Day Class: Thursday and Friday, from 8am to 5pm August 3 and 4, 2017
For information and reservations, call 591-4811 or click the link below.
STRATEGIC ESTATE PLANNING II
CE credits for CPAs, CFPs, and HI Insurance: $275
Open to the public non-CE credit option: $225
Returning students will receive a discount.
This is an Intermediate to Advanced level content designed to provide in-depth knowledge for practical application of planning in the more complex areas of tax and estate planning. Participants will gain understanding of how to identify and define the 15 Areas of Estate Planning to assist clients in determining clear objectives to achieve their goals, while overcoming challenges like family dynamics, adapting to overcome tax implications using appropriate, compliant gifting, selling, and transferring assets using the most advantageous trust planning tools.
Prerequisite: Strategic Estate Planning I
2-Day Class: Thursday and Friday, from 8am to 5pm August 31 and September 1, 2017
For information and reservations, call 591-4811 or click the link below.
STRATEGIC ESTATE PLANNING III
CE credits for CPAs, CFPs, and HI Insurance: $275
Open to the public non-CE credit option: $225
Returning students will receive a discount.
BUSINESS EXIT AND TAX PLANNING:
Course is designed to provide in-depth comprehension of business entities and the open complex planning challenges for business owners. In this Intermediate to Advanced level course, participants will learn through the teaching of experienced subject area experts, how the more advance tax and estate planning techniques are considered and applied when planning for business transition and succession. In addition to tax and governing compliance, over 500 combined business exit strategies will be discussed and relayed in real-life case studies. Topics include: 1042 ESOPs 831(b) captives, business entity valuation, and qualified and non-qualified plans.
Prerequisite: Strategic Estate Planning I and II
2-Day Class: Friday and Saturday, from 8am-5pm November 2 and 3, 2017
For information and reservations, call 591-4811 or click the link below.