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SELECT THE TOPIC(S) SPECIFIC TO YOUR GROUP’S LEARNING OBJECTIVES.

Our Founder Harry Barth and his son Brad are top speakers on estate, business and asset protection planning to many incredible groups across the country including; The Women Presidents’ Organization, Vistage International, The Denny’s Franchisee Association, The Young Presidents’ Organization, Tiger 21, The California Apartment Association and many more.

Attendees at our workshops receive eye-opening and educational content delivered through a highly interactive presentation. Participants will discover tools and techniques that will add tremendous value to their personal and business lives.

Our workshops and webinars can be customized to fit the length and focus of your particular group. Book us now, we would be honored to present to your group!
Track 1** ASSET PROTECTION PLANNING STRATEGIES BLINDSIDED! You didn’t see it coming.

A legal issue that could take tremendous time and money and throw you and/or your business off track.

  • What is Asset Protection and its importance within our legal system
  • The distinction between your business and personal holdings
  • The different kinds of creditors and risks they pose to your wealth
  • Choosing the proper business structure to minimize your liabilities
  • Foreign and domestic tools & techniques
  • Estate planning as part of asset protection planning
  • Business succession and transfer strategies for your families and key persons
Track 2: TYPES OF BUSINESS ORGANIZATIONS
  • Choosing the proper business structure to minimize your liabilities
  • Advantages and Disadvantages of Corporations
  • Basic Types of Business Organizations
  • Business Owner Planning Needs
  • Corporate alternative Minimum Tax
  • Employment Practices Liability Insurance
  • Income Tax Tables for Estates – Trusts – Corporations
  • Limited Liability Companies
  • Meet the Business Planning Team
  • S Corporation
Track 3**: ESTATE PLANNING & DISTRIBUTION STRATEGIES

(Preserving the Wealth of Your Enterprise for Your Heirs)

  • What is an Estate Plan and what it can do for you?
  • Maintain control of businesses and other assets during times of incapacity
  • Provide security for both the grantor and their beneficiaries
  • Provide for minors or special needs children
  • Minimize estate taxes and administrative fees
  • Provide expert management of estate assets
  • Avoid the time and expense of Court supervised probate proceedings
  • Avoid the time and expense of Court supervised conservatorships
  • Maintain privacy
  • Tools & Techniques of Business Succession Planning
Track 4: ESTATE PLANNING (Emphasis on Parents)

How to Manage End-Of-Life Processes For Your Parents and Estate Planning

  • The advantages and disadvantages of Wills and Living Trusts
  • How to maintain your privacy and protect your estate against a living probate if you become disabled
  • How to plan before you need Long Term Care
  • How to leave property to your children – yes, there’s a right way and wrong way!
  • How to protect your children’s inheritance from their future ex-spouses, lawsuits and other claims
  • How to preserve your estate for your kids if your surviving spouse gets remarried
  • How Probate works and more importantly, how you can avoid Probate altogether!
  • How to provide for special needs (disabled) children and grandchildren
Track 5: BUSINESS SUCCESSION, TRANSFER & EXIT STRATEGIES

Business Transfer Strategies for Families and Key Persons

  • Business Continuation
  • Types of Buy-Sell Agreements
  • Business Owner Disability
  • Business Owner Sample Group
  • Business Valuation
  • Business Overhead Expense
  • Business Succession – Selling Your Business
  • Family Attribution
  • Financing the Replacement of a Key Employee
  • Protecting Against the Loss of a Key Employee
  • Stock Redemption Plan
  • Taxes on Premium Paid by a Corporation
  • Transfer for Value
  • Types of Corporate Continuation Plans
  • Who Should Own the Policy?
Track 6: CHARITABLE PLANNED GIVING

The Tools & Techniques of Planned Charitable Giving

  • How to Enhance the Value of a Charitable Gift
  • Your Gifting Limitations Under Current Law
  • What Are Planned Gifting Strategies?
  • Real-World Situations and Examples

Which Gifting Strategies Are Appropriate for You?

Determining the most appropriate gifting strategy depends on what you hope to achieve with your gift. Consider whether you want to:

  • Maximize your gift to charity
  • Maintain control of your donation
  • Increase your income during your lifetime
  • Reduce your income taxes
  • Preserve your estate for your heirs
Track 7** KEYS TO SOUND FINANCIAL MANAGEMENT

Take Control. Be Prepared. The Process of Creating a Financial Blueprint

  • What is Financial Planning?
  • Six Keys to Financial Success
  • Roadblocks to Financial Success
  • Financial Management Process
  • Cash Management
  • Risk Management and Asset Protection Planning
  • Tax Legislation: New Tax Legislation and How It Will Affect You
  • Retirement Plans: Retiring From Your Enterprise
  • Investment Planning
  • Business Management
  • Business Continuation: Preparing for the Future of Your Enterprise
  • Estate Planning: Preserving the Wealth of Your Enterprise
  • Putting It All Together: Create a Financial Blueprint to Determine Your Unique Strategies

 

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