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Advanced material for Existing Clients

Sleek new monorail

Gateway to Planning Techniques

You’ve reached the central hub of the SCA train station. Advanced tax saving techniques are the train’s next stop.

This page serves as a gateway to advanced materials for existing clients.
The materials consist of notes, slides, and suggestions from past presentations.

Some of our latest seminars are:

  • How to use your financial statement to predict future cash flow,
  • The proper use of Medical Directives, Living Wills, and a Medical Power of Attorney in estate planning,
  • How to allocate the selling price of a business for maximum tax savings,
  • Tax Breaks applicable only to C-Corporations.

After each conference/seminar/group presentation, we distribute a password for the class materials (if you didn’t get to attend you can request a password by using the link below).

Entering the content-specfic password below will take you to the desired subject matter. 

If you need to request a password for the above topics (and many others) use this link.

 

 Enter content-specific password to access this notes and materials.

 

 

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