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Category/Theme: Financial / Taxes Planning > All

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Wendy Barlin, CPA

Wendy Barlin, CPA

5 Pillars to a Strong Business Foundation plus Debunking the Myths of Incorporating

  • 5 Pillars to a Strong Business Foundation
  • Debunking the Myths of Incorporating
  • Introduction to Business Basics: Tools to measure and manage the business
Robert J. Barro

Robert J. Barro

Not All Economic Disasters Are the Same : What Lessons from the Past Financial Crises Should be Applied to the Future

  • Barro on Fiscal Health & the Future
  • The Runaway Stimulus: Pros, Cons, and the Likely Effects of Fiscal Spending Packages
  • Disasters Waiting to Happen: What We Should Really Be Worrying About, and What We Shouldn't
Kathleen Lenover

Kathleen Lenover

She is a nationally known financial educator

  • Your Financial DNA
  • Money Personalities - Techniques on Dealing with Others and Your Own
  • Baby Boomers - Facing theTripod: Aging Parents, College Costs, and Retirement Planning. Techniques that Work.
G.K. Mangelson

G.K. Mangelson

The Latest Cutting Edge Strategies On Tax Reduction

  • The top four techniques that business owners use to reduce taxes up to 50%
  • Protect 100% of your business assets from lawsuits, liens/levies and divorce
  • Critical estate planning matters of concern to every business owner-- How to pass your assets to your heirs estate tax
Gideon Rothschild, Esq., CPA

Gideon Rothschild, Esq., CPA

Wealth Preservation

  • Keeping it all in the Family
  • Reducing Estate Taxes for the High Net Worth Individual
  • Planning for Unmarried Couples
Phyllis Arlene Van Wyhe, CPCU, CIC

Phyllis Arlene Van Wyhe, CPCU, CIC

Customer Service/Hospitality: Insurance

  • Agents' primary challenge today is to learn ways to add value to the insurance transaction without increasing their E&O exposure.
  • Quality customer service
  • Financial & Tax Planning
Gary A. York, C.P.A., C.F.P.

Gary A. York, C.P.A., C.F.P.

More than humble beginning, has built a CPA firm that handles over 1,700 tax returns with clients in 38 different states

  • Financial services to our clients that compliment the income tax planning and preparation
  • Certified Financial Planner

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