Structure
Implementation
Series
Business Structure Training Series – How to Structure a Business (3 Day Class)
You’ve got your Anderson Wealth Planning Blueprint and business structure in place. NOW WHAT?
You now have a corporate veil, but what you might not know is how easily that veil can be pierced, opening you up to losing the protections you thought you had.
Since you created your structure with us, you’re already one step ahead, because we look beyond just creating an entity.
What you need now is a broad, comprehensive understanding of how to make your structure work for you.
And that’s what the Structure Implementation Workshop will do.
Register below to join the next Structure Implementation Series
Event LEAD AUTOMATION
Who Can Attend the Structure Implementation Series?
This seminar is reserved for current Anderson clients who are active Platinum members & entity clients.
Understanding how your structures work with your overall asset protection plan is the first step on the path to avoiding issues before they happen.
STRUCTURE IMPLEMENTATION SERIES
SPEAKERS:
Michael Bowman, Esq.
Partner
Michael B. Bowman, Esq. is a partner attorney with Anderson Business Advisors who practices in the areas of civil and commercial litigation, wealth preservation, and business and estate planning. He is licensed in the jurisdictions of Nevada, Arizona, and Washington. Michael is a national speaker and educator on topics that include business law, tax and estate planning, as well as the author of How to Start and Run Your Business the Right Way. He has taught thousands of business owners how to properly structure and operate their businesses.
Carl Zoellner, Esq.
Executive Attorney
Carl is a senior attorney at Anderson Business Advisors who specializes in strategic planning for business owners with a focus on asset protection and tax planning. Carl speaks across the country to educate small business owners on the tools available for their investments from legal and tax perspectives.
Erica Terrell
Senior Project Manager
Throughout her tenure at Anderson, Erica has held multiple positions within the company and developed an extensive body of knowledge in topics ranging from legal structuring to real estate bookkeeping, small business taxation, and best practices for business owners and investors. From client-facing positions to helping build departments and processes internally, Erica is passionate about ensuring investors and business owners make the best use of the tools and resources available to them.
Your Schedule For The Series
Session 1: Quick Start
9:00 am — Introduction
Now that I have it…. How do I maximize my structure and resources available?
9:45 am — Maximizing Your Platinum Membership
10:45 am — Break
11:30 am — Understanding and Protecting Your Plan
Making sure your T’s are Crossed and your I’s are dotted, we’ll cover everything you need to know to create a structure that protects every side of your business.
1:00 pm — Review
Session 2: Advanced Structuring for Asset Protection and Tax Minimization
9:00am — Intro to Business Bookkeeping and The Business Tax Code
9:30 am — Keeping a finger on your Business Financial Pulse
We’ll discuss Bookkeeping for Businesses
10:30 am — Break
10:45 am — Keep More Solutions and Advanced Tax Strategies
How to keep more of what you earn through maximizing the tax code
Limited partnerships (LPs), land trusts, and personal property trusts
1:00 pm — Review
Session 3: Advanced Solutions For Building Generational Wealth
9:00 am — Implementing Retirement and Estate Plans into your planning
Building Generational wealth and taking your structure to the next level
10:30 am — Break
10:45 am — The Private Vault- Obtaining Tax Free Retirement
Private Vault: Tax-Free Wealth Creation
Eliminate Threats to Wealth Preservation
Creating the Vault Appropriate for You
Fund you Investments: Generate Returns on your Investments while
Generating Returns in your Vault
Dramatically Accelerate Debt Paydown
Tax-Free Supplemental Retirement
Wealth Preservation During Catastrophic Medical Events
Tax-Free Generational Wealth
1:00 pm — Review
Have Questions?
*Times and speakers subject to change
6 Reasons Why You Should Attend the Structure Implementation Series
Compliance & Corporate Veil Protection
Tax Reduction
Operational Efficiency
Liability Reduction
Business Bookkeeping
Asset Protection
- Help you understand how your structure works and what you need to do to stay compliant
- Show you critical yet easy to do bookkeeping tips and how it helps you at tax time
- Conduct a checkup of your LLC and other entities (like a living trust)
Register for an upcoming Structure Implementation Workshop today to discover the best strategies to keep your entity compliant and ensure your corporate veil doesn’t get pierced.
