Your clients rely on the benefit of your expertise. Attend this half day Tax Break Education Day and learn from experts. Learn how to leverage Code sections I R C 831(b) and I R C 83(b).

Subject matter experts will guide you through the do’s and don’ts of setting up, administering and implementing plans the right way. Your clients deserve the best. Educate them on how to do things right. Register today for this highly educational information packed half day Tax Break Education Day.

Join Us

Thursday July 10th, 2014

Fiddler’s Elbow
811 Rattlesnake Bridge Road,
Bedminster, NJ 07921

8:00 - 9:00 am Registration and Breakfast
9:00 am Program Begins
12:45 pm Lunch and Q&A
2:00 pm Tee Off - (optional) Golf on Meadow Course

Connect, Collaborate, Capitalize

The 2014 professional partners exclusive event is by invitation only. This information packed session offers you the opportunity to listen to subject matter experts who have unique solutions to mitigate taxes for the independent business owner.

Investment: 3 hours of classroom time*
ROI: A lifetime of strategic plan implementation for your clients.

Reserve your spot day.
*CPE Credits available for some classes


Moderated by: Sekhar Vemparala,
Principal, and Founder of wealthDNA®


Mike DiMayo,
Oxford Risk Management Group, Sparks, MD

The Closely Held Insurance Corporation under I R C Section 831(b) —aka the mini captive


Ken Crabb,
Vice President, Destiny Capital Corporation

Restricted Property Trust under I R C Section 83(b)


Andrew Shapiro,
Senior Vice President of Business Transition Advisors, Inc.

Employee Stock Ownership Plans
—An Integrated Planning Approach


If you have questions, please contact:
(908) 719-8800