Training Overview

ACCREDITATION
Our program has been approved for Continuing Education (CE) Credit for a wide range of professions including Accounting (CPE), Law (CLE), Medical (CME) and others. Contact us to obtain a full listing of approved credits or to inquire about your organization's particular needs.

LENGTH
Based on evaluations, we have found that our presentation is best received when it is from 90 minutes to 2 hours in length. Our program covers numerous topics: Lawsuit Protection and Prevention, Tax Reduction, Estate Planning, and Wealth Creation Strategies. We will tailor the presentation to cover the points of most interest to your organization.

SYNOPSIS
Lawsuit Protection and Prevention

• Sources of lawsuits business owners are exposed to and how to protect against them.
• How business owners should be structured: C-corps, S-corps, FLP's, LLC's, etc. Learn how to use the only legal tool that can protect 100% of a business owner's professional and personal assets from lawsuits, liens and levies. Statistically not even one in 100,000 are using this tool.
• How to protect a business, property, retirement funds and assets in the event of a judgment in excess of liability insurance or exclusion in a policy.
• Which state laws provide the greatest asset protection? A business owner may live in one state but use the superior law of another state to his or her benefit.
• The serious problems caused by putting assets in a spouse's name. Why this strategy does not work to protect assets.
• Lawsuit protection strategies most advisors are unaware of. Only 780 of the more than 1 million practicing lawyers in American claim lawsuit protection as one of their specialties.

Tax Reduction and Estate Planning

• How to save up to 34% in income taxes by using the "4" most overlooked tax benefits available to business owners. (It is estimated that only 2% of business owners know the "4")
• Legal strategies that will eliminate 100% of capital gain taxes on the sale of a business or other assets.
• Three tools business owners can use to pass assets to their heirs estate tax free. Without the right estate plan, up to 52% of assets will be lost to taxes upon death.

We offer numerous presentations that educate your members how to not only protect their wealth, but how to build wealth. Corporate credit, debt elimination strategies, stock and currency trading, and tax lien (real estate) investing.

(Click to see bullet points, titles and outlines of our presentations)

Our Speakers

We have the nations leading experts on Asset Protection strategies and have been working with medical, dental and business professionals for over 30 years.

(Click to see speaker bios)

Comments from Associations and Attendees

"I have been to 6 CPAs and 3 attorneys in my 13 year career. I learned more in this seminar about taxes and lawsuit protection than from all 9 of these professionals combined."
Dr. Steven Wolfington

"Excellent seminar with information every doctor should hear."

"Great info! Flowed well . . . good presenter.  This info is a must for small business owners!"

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Associations, Academys or Groups we have spoken to

(Click for a complete list of associations)

Request a complimentary DVD of our presentation

Contact the Executive Directors at the National Foundation to schedule a speaker.

Executive Directors:

Dan McNeff

Kendal Blunck

Theral Ledward

Ammon McNeff