NOTE CHANGE OF DATE: FROM JUNE 1 TO JUNE 8
Date: Wed., June 8, 2016
Title: Sophisticated Planning Techniques - Are your Elite Clients Missing Out?
The presentation will cover:
· Captive Insurance - Can result in great risk management, premium stabilization with tax advantages - hear about the key changes in the latest PATH Act
· Deferred Compensation Plans - retain employees while helping their children through college
· NIMCRUT - Charitable contributions, retirement income and current income tax savings - all rolled in one!
· Buy Sell LLC - Combine the advantages of Cross Purchase and Entity Purchase Buy-Sell Agreements for multiple owner businesses
· Q&A
Speaker: Paresh Shah, CEO of PareShah Financial Services is a Certified Financial Planner and is the co-host and presenter at the talk show "Your Money - Your Taxes" on the channel ITV. He was recently one of the "2016 Honoree - Long Island Business News Diversity in Business Awards"
Credits: 2 CPE/TAX
Location:
La Famiglia
641 Old Country Rd
Plainview, NY 11803
Time: Meeting 5:30 PM–8:30 PM
Cost: On or before Friday, June 3 - Members $55.00/Non-Members $70.00
After Friday, June 3 - Members $70.00/Non-Members $80.00
Sponsor: TBA