CKC

The Power of Exchange – An Introduction to 1031 Exchange for Investors

January 11, 2016 | Lisa Keane

Presented by: Scott R. Saunders, Senior Vice President of Asset Preservation

This session provides an overview of Section 1031 Exchanges for accountants, CPAs and tax advisors. The webinar covers critical IRS time deadlines, “like-kind” property requirements, partnership/LLC issues, reverse exchanges, Qualified Intermediary due diligence and other 1031 related issues.

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How to Prevent and Deter Fraud

November 3, 2015 | John Hall

Presented by: John Hall

Fraud can happen, whether you think you’re protected or not. This webcast is designed to give you a comprehensive look at what it takes to prevent and deter fraud. Learn what you can do to protect yourself and your business.

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Unlocking Private Company Wealth Mercer

June 15, 2014 | Z Christopher Mercer

Presented by: Z Christopher Mercer

This is an intriguing look at wealth from your business and how this can impact your life. This session challenges you to treat your business like every other investment, through the view of the “Ownership Transfer Matrix”.

We will address the interim time, between status quo(now) and your end game(ultimate goal). The focus will be on the principles to apply during the interim time that will leave you “dancing in the end zone”.

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Google Sweet Talk

June 15, 2014 | Garrett Wasny

Presented by: Garrett Wasny
In this presentation learn how to use key words and search stream techniques that will unlock a whole new universe of Google online discovery power. We we will uncover hidden search features, Google hotwords, and tools that are just below the surface that will maximize your search results.

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Affordable Care Act Planning

June 10, 2014 | Benjamin Conley

Presented by: Benjamin Conley, Seyfarth Shaw LLP
Overview of employer responsibilities under the affordable care act, including:

Which employers are subject to shared responsibility requirements
What penalties are faced by employers who fail to offer coverage
Who and what must be covered, and when

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How to Maximize the Exit Value of Your Business

June 4, 2014 | Christian Blees

Presented by: Christian Blees, CEO at BiggsKoffard Capital

This course addresses the preparation and structuring of a company that can be done before a sale to minimize risk and maximize value. Participants may include owners and executives of closely-held companies considering or planning an exit of their business.

Interested in this course? Brand it as your own, generate leads, and make your website more powerful.CONTACT US

Who Will Buy Your Business

June 4, 2014 | Christian Blees

Presented by: Christian Blees, CEO at BiggsKoffard Capital

This course will explain the different types of buyers in the market actively buying closely-held companies. Participants may include owners and executives of closely-held companies who want to learn who are the likely buyers of their company, and what attributes these buyers are looking for.

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What Is Your Business Worth

June 4, 2014 | Christian Blees

Presented by: Christian Blees, CEO at BiggsKoffard Capital

This course will cover market valuation techniques used by different buyers of closely-held companies. Participants may include owners and executives of closely-held companies who want to learn how their companies are valued in the marketplace and how to increase that value.

Interested in this course? Brand it as your own, generate leads, and make your website more powerful.CONTACT US

Buy/Sell Agreements: What You Need to Know

May 22, 2014 | Z Christopher Mercer

Presented by: Jonathon Parry, Kruse Landa Maycock & Ricks

This course demonstrates to business owners the critical importance of having a buy/sell agreement to protect the business and its stakeholders in the event of an owner’s departure, a major conflict, or other big personal event. It outlines the essential terms of a buy/sell agreement and explains how these agreements relate to other planning issues, such as estate and succession planning, business sales, and employment-related agreements.

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Buy/Sell Agreements – Business Valuation & Financial Impact

May 22, 2014 | Jonathon Parry

Presented by: Z. Christopher Mercer, ASA, CFA, ABAR

Learn why it is imperative to your company and it’s shareholders to have a Buy-Sell Agreement in place before a trigger event occurs. The most important thing to take away from our time together will be that you must not wait until a trigger event occurs because agreement at that time will be extremely difficult.

During this session we will explore the six most important points to consider when creating your Buy-Sell Agreement, including defining trigger events, the pitfalls or benefits of the different types of agreements, how and when to best determine value, funding, getting the right experts involved and more.

Interested in this course? Brand it as your own, generate leads, and make your website more powerful. CONTACT US