1. Business Succession Planning Karen L. Brady, J.D. Karen Brady & Associates, P.C. (303)420-2863 www.coloradobusinessplanning.com 2. What is Exit Planning? A systematized…

1. Who We Are David White & Associates We are financial advisors who specialize in portfolio design for taxable and tax-deferred investments. 2. Not enough time Not enough…

Slide 1PLANNED GIVING: OPPORTUNITIES, SUCCESS STORIES and THE ROLE OF THE BOARD THE XYZ Charity Slide 2 The XYZ Charity Planned Giving: How Does It Address The XYZ Charitys…

The Futures Company 2015. Published by The Futures Company at 6 More London Place, Tooley Street, London SE1 2QY. Copying, redistribution and display is permitted under a…

Slide 1 Investment Basics Slide 2 TAXES AND INVESTMENT It matters! Slide 3 Why Tax Matters? Consider how much you pay on taxes versus what you make on your investment. Taxes…

Slide 1 Guaranteed Standard Issue The Easy Way to Sell Individual Disability Income Insurance Standard Insurance Company and Source Brokerage Webinar March 22, 2005 Any supplemental…

Slide 1 Paying for College for Higher Income Families EASFAA May 21, 2002 Slide 2 2 Agenda n Why do we need a presentation specifically for families with higher income? n…

PowerPoint Presentation Tax Strategies to Minimize the Tax Bite September 23, 2014 Georgina Tollstam KPMG LLP Taxable Issues affecting the Relocation Industry Temporary Living…

PowerPoint Presentation Take Charge and Reach Your Goals Owning vs. Renting The PICPA Pennsylvania Institute of Certified Public Accountants PICPA is a professional association…

HEALTH CARE REFORM OVERVIEW FOR OUR MEMBERS 2013-2014 1 2013-2014 HEALTH CARE REFORM INTRODUCTION CONCERN #1: Should you continue to provide health care at all? The main…