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Email Address: [email protected]
Website: www.accretivesandiego.com
W. Bailey Smith, the "Trust Doctor", discussed the changes in the Estate Tax laws and why your old Trust may be a burden for your heirs. Contact Bailey at [email protected] or call for a complimentary Trust review at 949.756.0684
Help Bailey out - Click the LinkedIn button to Share this interview with your contacts!
W. Bailey Smith, the "Trust Doctor", discussed the changes in the Estate Tax laws and why your old Trust may be a burden for your heirs. Contact Bailey at [email protected] or call for a complimentary Trust review at 949.756.0684
Help Bailey out - Click the LinkedIn button to Share this interview with your contacts!
Z. Christopher Mercer, of Mercer Capital, discusses how he rarely sees a Buy-Sell Agreement that does not have one or more flaws and what they usually are. He notes that everything that you do can vanish if the Buy-Sell has a valuation error. And he talks about some of the fixes, including offering two books and a checklist that Business Owners and Advisors can use to address their Agreement. Of particular note is Chris' Blog, and we recommend you check out www.ChrisMercer.net
Z. Christopher Mercer, of Mercer Capital, discusses how he rarely sees a Buy-Sell Agreement that does not have one or more flaws and what they usually are. He notes that everything that you do can vanish if the Buy-Sell has a valuation error. And he talks about some of the fixes, including offering two books and a checklist that Business Owners and Advisors can use to address their Agreement. Of particular note is Chris' Blog, and we recommend you check out www.ChrisMercer.net
Larry Mandell of Independent Tax Group explains the Training Allowance that is available to most every California Employer - but you have to ask for it!
Help Larry out - Click the LinkedIn button to Share this interview with your contacts!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Dennis Hensling of United American Mortgage talks about the importance for Business Owners of working with Mortgage specialists who understand the special needs of the Self-Employed and the best Lenders for them.
Larry Mandell of Independent Tax Group explains the Training Allowance that is available to most every California Employer - but you have to ask for it!
Help Larry out - Click the LinkedIn button to Share this interview with your contacts!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Dennis Hensling of United American Mortgage talks about the importance for Business Owners of working with Mortgage specialists who understand the special needs of the Self-Employed and the best Lenders for them.
Andy is in the business of delivering professional trade show booth talent and training that help companies make their booth investments pay off, and is going to talk about ways to help your booth staffers attract, qualify, pitch, and stay connected to as many of your best prospects as possible.
From the publisher's feed
Go to BPLOL.com for Bill's Humor Column "BlackPapers" on Substack.
On Exit Coach Radio, Bill interviewed over 1,200 advisors, 20 min each, always relevant, offering clarity and solutions for Business and Life issues.