PRESENTATIONS


These presentations can stand alone; however, they are best when accompanied with explanations by one of our principals.
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These are the steps for a new enterprise which are easily modified for existing business.
This presentation steps through the exit strategy that assuaged CPA’s fears of double taxation back in the 1990’s.
We have added several other exits successfully used by our clients in the past decade.
Here we explain what type of plan the law requires and why most new entrepreneurs really do not want or need a 401(k) feature in their Plan.
The current financial climate has produce a perfect storm in several real estate markets.
Our clients wish to be active in the management of their income properties which they cannot be in a self-directed IRA.
Here we cover several small topics.