When

Wednesday, October 26th and Wednesday, November 2nd 2016

Where

Eckhoff and Company  
145 N. Redwood Drive
San Rafael, CA 94903


 
Driving Directions

WORKSHOP #1 Topics for WEDNESDAY, OCT 26th, 2016 - 11:00 A.M. – 1:00 P.M.

ORGANIZING/REORGANIZING

  • Entity Structuring
  • Bookkeeping Best Practices
  • Accounting Best Practices
  • Working with Your Team of Expert

 

WORKSHOP #2 Topics for WEDNESDAY, Nov 2nd, 2016 - 11:00 A.M. – 1:00 P.M.

GROWTH

  • Financial Statement Fluency
  • Tax Planning
  • Business Continuity
  • Asset Protection / How to Avoid the 5 Wealth Predators
  • Projections & Goal Setting

 

WORKSHOP #3 Topics – January 2017 – Time and Date TBD 

TRANSITION PLANNING

  • Exit Planning Process
  • Estate Planning
  • Personal Plan
  • Value Enhancements
  • Family Dynamics (with Guest Speaker) 

*Registration begins in Dec 2016

 

WORKSHOP #4 Topics – January 2017 – Time and Date TBD

EXIT AND NEXT LIFE PHASE

  • Understanding Exit Options to: Outside Party, Employees, Family
  • Philanthropy
  • Transition Psychology

*Registration begins in Dec 2016

Do you have a desire to optimize your financial life? If so, join us for our exciting new Workshops for Business Owners & Entrepreneurs.

Hosted and taught by the professionals at Yerba Buena Financial Partners & Eckhoff and Company.

 


Michele R. Hassid, CPA, CGMA and Managing Partner, Eckhoff and Company 

                                             Since 1984, Michele has been providing services in accounting and auditing in a variety of industries. She expertly assists clients with their financial and operational needs by developing solutions to problems by integrating knowledge from personal experience as an entrepreneur, and utilizing expertise and resources from multiple disciplines within or affiliated with Eckhoff.

Bruce Frankel, MBA,CFP, AIF, CEPA and Managing Partner, Yerba Buena Financial Partners 

 With over 20 years of experience in international and domestic business issues, Bruce specializes in  helping successful business owners, independent professionals and real estate investors to optimize their   unique tax and financial opportunities as entrepreneurs. Bruce also serves as co-portfolio manager for YBFP.  His deep knowledge of entity structuring, tax planning, employee and executive benefits assists clients with business, wealth and estate planning.

Janina Thomas, CPA, CGMA and Director of Advisory Services, Eckhoff and Company

 Janina joined Eckhoff in 1996 and has built long-term relationships with Bay Area business owners from a wide range of industries through tax and accounting services including financial statement reviews and compilations. Janina has years of experience implementing efficient business processes and information systems with a focus on quality control and employee training and development. 

 

*There is no cost to attend the workshops, but we would like to encourage you to make a $100 donation to your favorite charity.

WHO SHOULD ATTEND: Any Business Owners and Executives of Businesses with over $500,000 in net income with a desire to take action to optimize their financial situation, and/or businesses transitioning within 5 years.

 

Investment advice offered through Yerba Buena Advisory Group, LLC, a Registered Investment Advisor and separate entity from LPL Financial.  Bruce Frankel is a Registered Representative with and securities offered through LPL Financial, Member FINRA/SIPC. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific tax issues with a qualified tax or legal advisor.