Appreciated Asset Wealth Transfer Strategies Slide Set - Kelly Kidwell - 2009 Symposium
Discover how to use the Appreciated Wealth Transfer Strategy to:
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GEAR Approval #: 2010-2241
- Avoid Capital Gain tax on significant assets
- Create current year income tax deduction
- Maximize wealth transfer & mitigate gift tax
- Maintain control of assets and business
- Protect assets from creditors/predators
- Leverage life insurance premiums Redirect to charity what might have been lost to tax
To listen to the audio companion of this slide set, click here.
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GEAR Approval #: 2010-2241
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Arbitrage Opportunities in an Economic Downturn Slide Set - Kelly Kidwell
Discover how to use the Arbitrage Opportunities in an Economic Downturn to:
* Create significant current income tax deduction to offset recognition
* Maximize wealth transfer & migrate gift tax
* Maintain control of assets
* Protect assets from creditors/predators
* Leverage life insurance premiums
* Redirect to charity what might have been lost to tax
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
To review the slide set companion for this audio, click here.
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GEAR Approval #: 2010-2244
* Create significant current income tax deduction to offset recognition
* Maximize wealth transfer & migrate gift tax
* Maintain control of assets
* Protect assets from creditors/predators
* Leverage life insurance premiums
* Redirect to charity what might have been lost to tax
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
To review the slide set companion for this audio, click here.
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GEAR Approval #: 2010-2244
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Arbitrage Opportunities with Premium Financed Escalating G-CLAT Slide Set
This APN exclusive slide set accompanies the audio presentation made by our Author of Success, Kelly G. Kidwell of the same topic (also found in our member website). These slides illustrate several techniques in strategies that assist advanced market planners to learn how to help clients:
* Creating significant current income tax deduction to offset recognition.
* Maximize wealth transfer and mitigate gift tax
* Maintain control of assets
* Protect assets from creditors/predators
* Leverage life insurance premiums
* Redirect to charity what might have been lost to tax
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
For the Audio companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
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Gear Approval #: 2010-2245
* Creating significant current income tax deduction to offset recognition.
* Maximize wealth transfer and mitigate gift tax
* Maintain control of assets
* Protect assets from creditors/predators
* Leverage life insurance premiums
* Redirect to charity what might have been lost to tax
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
For the Audio companion for this presentation, click here.
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Gear Approval #: 2010-2245
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Communicating Powerful Charitable Concepts Effectively Slide Set
Through this influential slide set presentation by Kelly Kidwell, founder of the APN, you will learn how to effectively communicate powerful charitable strategies. Presentation topics include:
-Stretch IRA vs. T-NIMCRUT
-Safety Net Estate Plan w/ILIT
-Wealth Transfer GCLUT w/TCLAT
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
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GEAR Approval #: 2010-11320
-Stretch IRA vs. T-NIMCRUT
-Safety Net Estate Plan w/ILIT
-Wealth Transfer GCLUT w/TCLAT
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
NON-MEMBER PRICE FOR THIS PRODUCT IS $65
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GEAR Approval #: 2010-11320
Our price: $65.00
Diminishing Liability of Retirement Slide Set - Kelly Kidwell
What does it mean to be wealthy? Seems obvious at first reflection, yet your clients and you may be surprised how few people have an answer of what it means to live a life of wealth. In this talk (slide set, video) our founding Author of Success shares one of his trademark narratives with the Advanced Practice Network (APN). This talk enables advisors to establish conversations of philosophy and wealth with their clients. Mr. Kidwell introduces the Diminishing Liability of Retirement™ as an alternative approach to the conventional wisdom of the Capital at Work model of financial planning. Learn how sufficiency and surplus affect financial strategy, situational awareness, and the flaw of averages. Use these narratives to open new conversation with clients that help them design strategies with you that fulfill their fullest ambitions of wealth.
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
For the audio companion for this presentation, click here.
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GEAR Approval #: 2008-7784
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
For the audio companion for this presentation, click here.
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GEAR Approval #: 2008-7784
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Edu Webinar: Adv Tech - Prvt Component Fndts Slide Set
In our last webinar event you heard Kelly Kidwell speaking about advanced planning strategies regarding Private Component Foundations. We had MANY strong requests for more and deeper content on this subject. This presentation takes you through both strategies and practices in "Advanced Techniques Involving Private Component Foundations".
In this presentation you will learn specific split-interest techniques involving Private Component Foundations. You will see examples of the types of cases where these techniques can prove valuable by producing favorable outcomes; producing personal tax deductions involving corporate dollars, buy-sell, key person, and more.
You will learn how to greatly improved ability to identify the kinds of situations and applications for these techniques to better serve clients in the advanced and charitable markets.
Webinar topics will include:
- Advanced Private Component Foundation Techniques
- Deeper exploration of private foundation rules
- Split interest trusts
- Strategies and Practices for Successful Client Outcomes
- and more...
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
For the video companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS$45 FREE
To enjoy this product for free as a member or to learn more about membership rates, click here
GEAR Approval #: 2010-0199
In this presentation you will learn specific split-interest techniques involving Private Component Foundations. You will see examples of the types of cases where these techniques can prove valuable by producing favorable outcomes; producing personal tax deductions involving corporate dollars, buy-sell, key person, and more.
You will learn how to greatly improved ability to identify the kinds of situations and applications for these techniques to better serve clients in the advanced and charitable markets.
Webinar topics will include:
- Advanced Private Component Foundation Techniques
- Deeper exploration of private foundation rules
- Split interest trusts
- Strategies and Practices for Successful Client Outcomes
- and more...
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
For the video companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
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GEAR Approval #: 2010-0199
Our price: $45.00
Edu Webinar: Blue Sky Shift Slide Set
During this APN Advanced Market Strategy Webinar, you will learn unique and powerful strategies for helping high net-worth clients. In this webinar titled, "Blue Sky Shift: Techniques to Mitigate Capital Gains in the Sale of a Business", APN members will learn how to help clients significantly reduce the capital gains that often result in the sale or transfer of a business.
As the Baby Boomer generation closes in on their golden years, many are in need of advanced planning that opens opportunities to mitigate capital gains in the sale of their business.
Our panelist, Kelly Kidwell, shares his Blue Sky Shift strategy to help issue spot and care for the concerns of business owners.
This presentation will help you build your skills and narratives to guide clients through the process of preparing their business for their eventual exit of transfer while minimizing capital gains taxes.
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
Gear Approval #: 2010-2081
For the video companion for this presentation, click here.
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As the Baby Boomer generation closes in on their golden years, many are in need of advanced planning that opens opportunities to mitigate capital gains in the sale of their business.
Our panelist, Kelly Kidwell, shares his Blue Sky Shift strategy to help issue spot and care for the concerns of business owners.
This presentation will help you build your skills and narratives to guide clients through the process of preparing their business for their eventual exit of transfer while minimizing capital gains taxes.
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
Gear Approval #: 2010-2081
For the video companion for this presentation, click here.
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Our price: $45.00
EDU WEBINAR: Charitable Executive Compensation Strategies Slide Set
In this webinar, Kelly Kidwell, the APN's resident Author of Success, will present, "Charitable Executive Compensation Strategies". This presentation will help you to learn new and compelling comparisons between Qualified Plans & Qualified Split Interests. You will also learn how to use these distinctions for opening new conversations with prospects and clients.
Kelly Kidwell has utilized these strategies to create and protect the wealth of both high net worth clients, and those still working towards their financial goals. Hear and see how Kelly has used these instruments and strategies to engage with prospects, build trust with clients, and to help them achieve their financial goals.
Learn how to open new conversations with clients using charitable executive compensation strategies. Members will learn uncommon distinctions between qualified plans and qualified split interests.
Join our resident Author of Success, Kelly Kidwell, as he takes you through the strategies, distinctions, and narratives that will assist in opening new conversations with existing clients and attracting new clients.
Webinar Topics will include:
-Charitable Executive Compensation - Defined
-The Difference Between Qualified Plans & Qualified Split Interests
-How to open conversations with high net worth clients by knowing these distinctions
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
Gear Approval #: 2010-3097
For the video Part A of this presentation, click here.
For the video Part B of this presentation, click here.
For the video Part C of this presentation, click here.
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Kelly Kidwell has utilized these strategies to create and protect the wealth of both high net worth clients, and those still working towards their financial goals. Hear and see how Kelly has used these instruments and strategies to engage with prospects, build trust with clients, and to help them achieve their financial goals.
Learn how to open new conversations with clients using charitable executive compensation strategies. Members will learn uncommon distinctions between qualified plans and qualified split interests.
Join our resident Author of Success, Kelly Kidwell, as he takes you through the strategies, distinctions, and narratives that will assist in opening new conversations with existing clients and attracting new clients.
Webinar Topics will include:
-Charitable Executive Compensation - Defined
-The Difference Between Qualified Plans & Qualified Split Interests
-How to open conversations with high net worth clients by knowing these distinctions
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
Gear Approval #: 2010-3097
For the video Part A of this presentation, click here.
For the video Part B of this presentation, click here.
For the video Part C of this presentation, click here.
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Edu Webinar: Max. Opp. in a Changing Financial Climate Slide Set
What you need to know about the changing climate of Donor Advised Funds and Supporting Organizations in philanthropy. And how to leverage "Private Component Foundations" in these new restrictions and opportunities.
View the slides used by our special guest, Kelly Kidwell, as he explains the design and structure of Private Component Foundations. As founder of both the APN and Philanthropy International, Kelly is a sought after speaker on this timely and relevant topic.
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
For the Audio companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS$45 FREE
To enjoy this product for free as a member or to learn more about membership rates, click here
GEAR Approval #: 2010-0196
View the slides used by our special guest, Kelly Kidwell, as he explains the design and structure of Private Component Foundations. As founder of both the APN and Philanthropy International, Kelly is a sought after speaker on this timely and relevant topic.
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
For the Audio companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
GEAR Approval #: 2010-0196
Our price: $45.00
Edu Webinar: Max. Wlth Trnsfr While Hldng onto Income Slide Set
View the slides that our special guest, Kelly Kidwell, uses to explain the design of a LLC-CRT w/IDGT for providing inter-generational protection of wealth while protecting current generation income.
Webinar Topics will include:
- Intra-vivos Split Interest Wealth Transfer
- Minimizing capital gains taxes
- Mitigating or eliminating estate transfer taxes
- Spouse and Charity Gift Trust
- and more...
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
For the video companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS$45 FREE
To enjoy this product for free as a member or to learn more about membership rates, click here
GEAR Approval #: 2010-0195
Webinar Topics will include:
- Intra-vivos Split Interest Wealth Transfer
- Minimizing capital gains taxes
- Mitigating or eliminating estate transfer taxes
- Spouse and Charity Gift Trust
- and more...
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
For the video companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
GEAR Approval #: 2010-0195
Our price: $45.00
