Presentations

How to avoid outliving your money: The value of a retirement income analysis. 10/1/18

Presentation Slide Deck, 10/1/18

Five Reasons Family Business Succession Plans Fail, 05/12/16

Presentation Slide Deck, 05/12/16

The presentation focused on… a) Financial Traps, b) Waiting too long to plan, c) Not dealing with family issues, c) Skills Evaluation, and d) Choice of Successor

Income Tax Planning and Like-Kind Exchange Strategies, 03/16/2016

Presentation Slide Deck, 03/16/2016
The presentation included: 1) Income Tax – Overview and 2) Seven Like-Kind Exchange Strategies