PPT-Asset Protection & Estate Management

By N Richard Grassano CPA OUTLINE 1 Estate Gift Limits 2 Trusts Revocable amp Irrevocable 3 FLP 4 Advanced Asset Protection Vehicles 5152015 2015 Estate amp Gift Tax Exclusions . IP . Asset Management in Enhancing the Competitiveness and Productivity of Small and Medium Enterprises (SMEs) . – . The Zimbabwean Experience . Presentation by Moses . Nkomo. IP attorney at . Donsa-Nkomo. the Future. . Nicholas . Karavidas. Principal, Wine Concepts & Design, International. Kenneth F. Levy, CFP. Levy, Daniel and McGee Wealth Management. David . McAlvany. Author, The Intentional Legacy. INVESTING IN REAL ESTATE. 6 Simple . Ways To Invest In Real Estate. Buy a house. Buy a rental property. Join a Real Estate Investment Group. Practice some Real Estate Flipping. Buy in a Real Estate Investment Trust (R.E.I.T.). CIO Council Update. March 5, 2018. Monday. 2:50pm. Smith . 561. Purpose and Intended Outcome. Purpose. Provide an update on the Storage & Digital Asset Management strategy. Intended Outcome. Gauge of interest in recently launched and upcoming services. Protect assets including retirement savings . and home or . business equity.. Protect what’s yours —. Strategies to safeguard your wealth. Asset protection: . Preserving your net worth. We protect our homes, cars, valuable possessions —. Presentation to . . SOUTH . AFRICAN REVENUE . PROTECTION ASSOCIATION GOOD HOPE BRANCH. ROBERTSON. 14 August 2014.  . DNA . PROTECT INTRODUCTION. DNA PROTECT . The Edge of the Fiscal Cliff. Presented by:. R. Hugh Magill. Executive Vice President and. Chief Fiduciary Officer. northerntrust.com. Demographic Trends. TRENDS. LEGAL ENVIRONMENT. IMPLICATIONS. Death & Taxes. Brian r. ott, esquire. Randall c. Raifsnider, ASA, Cm&AA. Types of Asset Valuations . Business valuations (equity valuation). Intangible asset valuations. Goodwill. Customer List. Non Compete Agreement. Audience. Advisors. Length. 1 hour. Creator. Manulife Bank Product and Marketing. CE Credit Reference #. Governing . Body. Number of Credits. & Category. Credit . Number. CE Credit . valid until…. SAP-Enterprise Asset Management (EAM) Plant Maintenance Building Deputy Role Create a world class administrative foundation worthy of a world class institution Project goal 2 SAP Moduals 3 Process re-engineering Principal Columbia Officemoffitoffitkurmancom301 575-0308 Fax 301 575-03358171 Maple Lawn Boulevard Suite 200 Maple Lawn MD 20759wwwlinkedincom/in/mauriceoffitPRACTICE AREAS149Estates And Trusts149Es Presented By:. Introduction. Asset Protection of concern to just about everyone. Real Estate Investors. Small Business Owners:. The employee who runs an errand during company hours –. - And is involved in a car accident. Life Is Like A Baseball Game. Some Issues too tough!. Uncertain World. Let’s talk about how best to keep control – whether it rains or shines. Smart Estate Planning: Keeping . Control In The Family. Real Estate Capital, LLC. Lender Asset Management Requirements.  . January . 8. , 2015. COMMERCIAL PROPERTY TYPES. Multifamily. Manufactured housing (MHP). Office space. Industrial. , Warehouse and Distribution .