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Main Overview

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Lecture AND Q&A

Length - Two hours may be shortened or lengthened to fit the needs of your meeting.

Objectives - Following the presentation, attendees will know how to:

  1. Structure business for lawsuit protection and prevention.
  2. Reduce liability insurance costs.
  3. Minimize taxes.

Lawsuit Protection

  • How to recognize sources of lawsuits you are exposed to.
  • How to protect 100% of your professional and personal assets from lawsuits.
  • How to structure your business using C-Corporations, S-Corporations, LLCs, and Limited Partnerships.
  • How to protect your business, property, and personal assets in the event of a judgment in excess of liability insurance or an exclusion in a policy.
  • How to avoid the most common asset protection mistakes, such as putting assets into a spouse's name.
  • How to avoid the serious problems that can result from operating as a sole proprietor.
  • How to minimize vicarious liability for the acts of other professionals and staff.

Tax Reduction and Estate Planning

  • How to legally save up to 40% in income taxes each year.
  • How to eliminate the capital gains tax on the sale of your business, real estate, or other assets.
  • How to pass assets to your heirs tax free.
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