The Gathering 2017
Showing 1–12 of 19 results
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Charitable Planning – Partnering with “Your” Charity
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Cloud Based Software – Everything You Always Needed and Wanted
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Current Developments Affecting Our Planning
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Dissecting Buy/Sell Agreements – Legal, Technical, and Valuation Perspectives
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Dissecting Exit Planning & the Value Acceleration Methodology – And How to Use Them to Enhance Your Practice and Reach Your Clients
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Family Businesses: Recognizing the Areas of Conflict at the Intersection of Family, Ownership, and Management
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Lead Conversion – Campaigns, Tagging, Freemiums, Client Lifecycles – What’s it all about?
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Mistakes & Lessons – Marketing and Practice Management
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Reporting Elder Abuse: Should I? Must I? Or Must I Not?
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Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies
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Social Media – “Smocial” Media
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The Bespoke Protector: Tailoring Third Party Powers to a Strategy’s Demands
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