Structure Implementation WORKSHOP
(2-Day Class)
You’ve got your Anderson Wealth Planning Blueprint and business structure in place. NOW WHAT?
September 11 & 18, 2024
Taught by nationally-renowned expert attorneys and bookkeepers, this 2-part series will:
- 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)
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.
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.
Register below to join the next Structure Implementation Workshop
September 11 & 18, 2024
This exclusive event is reserved for Anderson clients. If you’re not yet a client and would like to explore the benefits of joining, please call 888.871.8535 to learn more about becoming an Anderson client.
Who Can Attend the Structure Implementation Workshop?
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 WORKSHOP
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.
Amanda Wynalda
Excecutive Attorney
Amanda is an attorney licensed in California. Prior to Anderson, she worked in tax, estate planning, family law, and sports/entertainment. As a student at Pepperdine Law, she worked at the IRS Chief Counsel’s office in the Small Business/Self-Employed and Tax Exempt and Government Entities divisions. She regularly presents at our Structure Implementation Series covering tax preparation and planning strategies.
Troy Butler
Senior Bookkeeping Manager
Troy is the Bookkeeping Manager at Anderson Business Advisors. In addition to bookkeeping, he has over ten years of experience in corporate and personal tax planning, strategizing, and preparation. Troy’s extensive knowledge of bookkeeping and tax preparation allow him educate others on the importance of both and how they work together.
Jeff Cottle
Senior Attorney
Jeff is one of our Senior Attorneys at Anderson Business Advisors. He is a transactional attorney who specializes in strategic planning for real estate investors and business owners with a focus on asset protection and tax planning. He has unique experience and interest in the areas of healthcare and all things contracts. Jeff has an analytical mind and an accessible personality, allowing him to develop rapport with clients while helping them to understand complex legal principles. He enjoys using the practical side of the law to prevent potential problems before it’s too late.
Jason Zundel, Esq.
Senior Attorney
Jason Zundel is an asset protection and estate planning attorney with a passion for helping clients structure their businesses in a manner that helps them keep what is theirs. Because of his background in corporate and small business litigation and transactions he easily recognizes worst-case scenarios and helps his clients avoid them. In his free time (ha!), Jason loves to spend time with his wife and three kids – reading, skiing, and exploring the outdoors.
Lauren Robins
Senior Attorney
Lauren is a Senior Attorney at Anderson Business Advisors. She specializes in strategic planning for business owners and growing businesses, including asset protection and tax planning. Lauren has a background in real estate and business law, having years of experience in foreclosure, title issues, and litigation behind her and she now helps her clients plan and use strategies to set themselves up for success. As an attorney and mother of three young boys, she understands how important it is to create efficient businesses and utilize tax strategies to set yourself and your family up for success.
Savannah Wallace, Esq.
Nonprofit Department Manager
With seven years of dedicated service at Anderson Business Advisors, Savannah Wallace started in our Service department and now manages our Nonprofit and Pension Departments and is the newest member of our Attorney team.
Savannah is passionate about collaborating with clients, empowering them with the knowledge to understand their business structures, safeguard their assets, and establish impactful Nonprofits. She is dedicated to fostering a deep understanding of client’s needs and aspirations, ensuring their ventures leave a mark in their communities and endure as a lasting legacy.
Ryan Coon, Esq.
Attorney
Ryan is an Attorney with Anderson Business Advisors who practices in a variety of areas including business planning and asset protection and has a particular interest and expertise in both estate planning and real estate law. Ryan’s background in these areas of law, including experience in both real estate litigation and probate, and having three children of his own, makes him particularly well-positioned to assist clients in both protecting their assets during their life and also planning for how to pass their legacy on to the next generation.
Your Schedule For The Workshop
Day 1
Introduction
Structure overview — Relationships between your entities
Platinum Walkthrough — Invaluable tools for your business and success
Understanding and Protecting Your Plan — Dotting the i’s and crossing the t’s
Day 2
Introduction
Bookkeeping Essentials and Tips — Keeping a finger on your financial pulse
Maximizing the Tax Code — Arranging your affairs in a Tax Wise Manner
Estate Planning — Using Trusts for generational planning
Have Questions?
Reach out to an Event Advisor at 888-629-8876 for more details.
6 Reasons Why You Should Attend the Structure Implementation Workshop
Compliance & Corporate Veil Protection
Tax Reduction
Operational Efficiency
Liability Reduction
Business Bookkeeping