SEMINARS

CORPORATE LECTURE SERIES

Estate Planning, Business Exit Strategies, and Peacemaking

Brian B. Lee has helped local family businesses across the country as well as Fortune 500 corporations effectively use estate and business tax strategies to increase revenue streams. His experience 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.

Business and Estate Planning

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.

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 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: August 3 and 4, 2017, from 8am to 5pm.

For information and reservations, call 591-4811 or click the link below. 

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: August 31 and September 1, 2017,
from 8am to 5pm.

For information and reserva-
tions, call 591-4811 or click the link below. 

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: November 2 and 3, 2017, from 8am-5pm.

For information and reservations, call 591-4811 or click the link below.