Structure
Implementation
WORKSHOP
APRIL 10 & 17, 2024
Business Structure Training Workshop – How to Structure a Business (2-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 Workshop
April 10 & 17, 2024
Event LEAD AUTOMATION RADIO
Would you like access to a future Structure Implementation Workshop? Call 888.871.8535 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.
Erica Terrell
Senior Product 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.
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.
Troy Butler
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.
Jonathon Evans
Senior Attorney
Jonathon Evans got his Juris Doctor at J. Reuben Clark Law School at Brigham Young University and quickly found his home as an estate planning and asset protection attorney. Jonathon joined Anderson Advisors in 2020 and enjoys being able to help his clients protect their investments and create legacies for the future. He provides unique insight for his clients using both his professional experience and his personal experience as a stock market and real estate investor. As a Senior Attorney focusing on asset protection and estate planning, he has found the fulfillment he was looking for providing exceptional service and personalized care in his daily work with clients.
Jason Zundel, Esq.
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.
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
Asset Protection
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)
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.