Exclusive Event for Anderson Clients Only
Ready to put your Anderson Wealth Plan into action?
Understanding and Maintaining Your Business Structure
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.
Some topics we will cover:
- Master Your Business Structure: Gain a comprehensive understanding of your entity’s filings, ongoing management responsibilities, and how to leverage it effectively.
- Safeguard Your Legacy: Learn to finalize and connect your trusts, ensuring long-term asset protection and control over your legacy.
- Optimize Financial Operations: Discover crucial bookkeeping practices, bank account setup, and funding strategies to maximize your business’s financial health.
- Minimize Taxes, Maximize Profits: Explore powerful tax strategies and deductions specifically designed for your business structure to increase your bottom line.
If you’re an active Platinum member or have an entity formed by Anderson Business Advisors already, be on the lookout for an email that will have a special invitation for you to attend this event.
Would you like access to future Structure Implementation Workshops? Call 800.706.4741 and learn about becoming an Anderson Business Advisor client.
Structure
Implementation
Workshop
Available Dates
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.
Featured Speakers
Gwendy Wolfe
Senior Attorney
Gwendy Wolfe is a Senior Attorney with nearly a decade of experience in nonprofit law, asset protection, and operating agreements. An alumna of J. Reuben Clark Law School, she combines her background in litigation and advisory roles to offer expert counsel at Anderson Business Advisors, where she integrates asset protection with tax planning. Passionate about advocacy, Gwendy ensures her clients’ interests are safeguarded. Outside of work, she enjoys reading and spending time with her family.
Preston Knight
Senior Attorney
Preston Knight, a Senior Attorney at Anderson Advisors, transitioned from a 6-year career as an Air Traffic Controller in the US Air Force to law after being inspired by friends who became lawyers. He earned his Juris Doctorate from the University of Utah and leverages his experience as a small business owner, currency investor, and real estate investor to assist clients with tax and asset protection. Outside of work, Preston enjoys spending time with his family.
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.
Carter Coons
Attorney
Carter Coons brings a wealth of experience and expertise to his role, particularly in entity formation, asset protection, and taxation. His passion lies in helping clients navigate the complexities of the legal system, shielding them from frivolous lawsuits and other potential pitfalls. Before joining Anderson, Carter honed his skills as a tax attorney at Deloitte. Additionally, his upbringing in a family deeply entrenched in the real estate industry—spanning three generations—has provided him with invaluable insights into investment strategies and real estate matters.
Troy Butler
Tax Supervisor
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.
Amanda Wynalda
Executive 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.
Jonathon Evans
Supervising Attorney
Jonathon Evans decided early on to become a lawyer in a field where he could make a difference. Drawn to estate and business law by mentors who seemed both fulfilled and full of compelling stories, he earned his Juris Doctor from J. Reuben Clark Law School at Brigham Young University. Joining Anderson Advisors in 2020, Jonathon specializes in estate planning and asset protection, blending his legal expertise with personal experience as a stock market and real estate investor. As the Supervising Attorney, he finds great satisfaction in leading and empowering Anderson’s Platinum Attorneys as they offer exceptional, personalized services to help clients safeguard their investments and build lasting legacies.
6 Reasons Why You Should Attend the Structure Implementation Workshop
Compliance & Corporate Veil Protection
Learn how to operate your entity with maximum liability protection by always ensuring the integrity of your corporate veil.
Tax Reduction
Keep more of what you earn as you learn advanced tax benefits only available to LLCs and corporations.
Operational Efficiency
So you’ve got an entity structure in place, but how do you make sure you’re getting the most out of it? Using your entities together to achieve your greater financial goals is like an orchestra — every piece plays a part.
Liability Reduction
Don’t expose your business to the myriad threats looking to take your hard-won earnings. Learn how to follow all the rules while still seeing MAXIMUM benefits from your entity structures.
Business Bookkeeping
It’s guaranteed that you’re missing tax deductions. Capturing every single allowable deduction all starts with proper bookkeeping.
Asset Protection
Your assets are precious and protecting what you own and plan to acquire should be a top priority. Learn over 15 strategies to build a fortress around your life and assets.
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.