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DTSTART:20130909T160000Z
DTEND:20130909T173000Z
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SUMMARY:CE Credits (CPAs Only): Defined Benefit Planning and Employer Owned Life Insurance for Small Business Owners!
DESCRIPTION:Hello Oakland Chamber CPA's\n\n	\n\n	I would like to personally invite you to join us for the CE Event for CPA's in my LinkedIn Network.\n\n	\n\n	Please RSVP on or before August 31\, 2013\; we look forward to meeting you.\n\n	\n\n	CE Credits (CPAs Only): Defined Benefit Planning and Employer Owned Life Insurance for Small Business Owners\n\n	\n\n	When: September 5th 2013\n\n	\n\n	Time: 9:00 - 1030 AM (breakfast will be provided)\n\n	\n\n	Location: Bishop Ranch #8\n\n	\n\n	4000 Executive Parkway\, STE 514\n\n	\n\n	San Ramon\, CA 94583\n\n	\n\n	(925) 983 - 2900\n\n	\n\n	Speakers:\n\n	\n\n	Victor Ngai\, JD\, CLU\, ChFC\n\n	\n\n	Ernie Guerriero\, CLU\, ChFC\, CEBS\, CPCU\, CPC\, CMS\n\n	\n\n	Tim Kao\, CFP  Managing Partner\, Guardian/Park Avenue Securities\n\n	\n\n	\n\n	Topic 1: Defined Benefit Planning for Closely Held Businesses (1 hr CE)\n\n	\n\n	Overview:\n\n	 How do qualified traditional defined benefit plans and fully insured plans operate for closely held business owners\, who want to maximize their retirement contributions?\n\n	 How to generate substantial income tax deductions that cannot be realized with a tradition profit sharing or 401(k) plan?\n\n	 How to maximize exit or distribution planning for small business owners?\n\n	\n\n	Topic 2: Employer Owned Life Insurance   It's not just COLI (1 hr CE)\n\n	\n\n	Overview:\n\n	 How to ensure that LI cash death proceeds remain income tax-free under employer owned life insurance?\n\n	 How does the IRS code work and what are the qualifications?\n\n	 How do these strategies maximize business succession planning?\n\n	\n\n	Topic 3: Manage Your Personal Finances w/ Living Balance Sheet (non credit)\n\n	\n\n	Overview:\n\n	 How to simply and help clients become better organized financially?\n\n	 How to position stronger financial balance?\n\n	 How to protect income over time and to increase income at retirement?\n\n	 \n\n	Tim Kao\, CFP \n\n	Managing Partner\n\n	\n\n	P. 925-983-2910 M. 909-709-7777\n\n	\n\n	Life too busy for you to make the most of your money? Check these out:\n\n	http://www.thelivingbalancesheet.com/financialbalance\n\n	http://videos.thelivingbalancesheet.com/for-your-life\n\n	\n\n	The Guardian Bay Area\n\n	4000 Executive Parkway #514\, San Ramon\, Ca 94583\n\n	\n\n	tim_kao@glic.com www.guardianlife.com\n\n	\n\n	\n\n	Registered Representative and Financial Advisor of Park Avenue\n\n	Securities LLC (PAS) 7 Hanover Square\, New York\, NY\, 10004. (1-888-600-4667)\n\n	\n\n	Securities products and services are offered through PAS\, a registered investment\n\n	advisor and broker/dealer. OR The Guardian Life Insurance Company of America\n\n	\n\n	(Guardian) NY\, NY. PAS is an indirect\, wholly owned subsidiary of Guardian.\n\n	\n\n	PAS is a member of FINRA/SIPC.
X-ALT-DESC;FMTTYPE=text/html:<p>\n	Hello Oakland Chamber CPA&#39\;s<br />\n	<br />\n	I would like to personally invite you to join us for the CE Event for CPA&#39\;s in my LinkedIn Network.<br />\n	<br />\n	Please RSVP on or before August 31\, 2013\; we look forward to meeting you.<br />\n	<br />\n	CE Credits (CPAs Only): Defined Benefit Planning and Employer Owned Life Insurance for Small Business Owners<br />\n	<br />\n	When: September 5th 2013<br />\n	<br />\n	Time: 9:00 - 1030 AM (breakfast will be provided)<br />\n	<br />\n	Location: Bishop Ranch #8<br />\n	<br />\n	4000 Executive Parkway\, STE 514<br />\n	<br />\n	San Ramon\, CA 94583<br />\n	<br />\n	(925) 983 - 2900<br />\n	<br />\n	Speakers:<br />\n	<br />\n	Victor Ngai\, JD\, CLU\, ChFC<br />\n	<br />\n	Ernie Guerriero\, CLU\, ChFC\, CEBS\, CPCU\, CPC\, CMS<br />\n	<br />\n	Tim Kao\, CFP&reg\; Managing Partner\, Guardian/Park Avenue Securities<br />\n	<br />\n	<br />\n	Topic 1: Defined Benefit Planning for Closely Held Businesses (1 hr CE)<br />\n	<br />\n	Overview:<br />\n	&bull\;How do qualified traditional defined benefit plans and fully insured plans operate for closely held business owners\, who want to maximize their retirement contributions?<br />\n	&bull\;How to generate substantial income tax deductions that cannot be realized with a tradition profit sharing or 401(k) plan?<br />\n	&bull\;How to maximize exit or distribution planning for small business owners?<br />\n	<br />\n	Topic 2: Employer Owned Life Insurance &ndash\; It&rsquo\;s not just COLI (1 hr CE)<br />\n	<br />\n	Overview:<br />\n	&bull\;How to ensure that LI cash death proceeds remain income tax-free under employer owned life insurance?<br />\n	&bull\;How does the IRS code work and what are the qualifications?<br />\n	&bull\;How do these strategies maximize business succession planning?<br />\n	<br />\n	Topic 3: Manage Your Personal Finances w/ Living Balance Sheet (non credit)<br />\n	<br />\n	Overview:<br />\n	&bull\;How to simply and help clients become better organized financially?<br />\n	&bull\;How to position stronger financial balance?<br />\n	&bull\;How to protect income over time and to increase income at retirement?<br />\n	&#8203\;<br />\n	Tim Kao\, CFP&reg\;<br />\n	Managing Partner<br />\n	<br />\n	P. 925-983-2910 M. 909-709-7777<br />\n	<br />\n	Life too busy for you to make the most of your money? Check these out:<br />\n	<a href="http://business.oaklandchamber.com/redir/redirect?url=http%3A%2F%2Fwww%2Ethelivingbalancesheet%2Ecom%2Ffinancialbalance&amp\;urlhash=oJlm"><u><font color="#0000ff">http://www.thelivingbalancesheet.com/financialbalance</font></u></a><br />\n	<a href="http://business.oaklandchamber.com/redir/redirect?url=http%3A%2F%2Fvideos%2Ethelivingbalancesheet%2Ecom%2Ffor-your-life&amp\;urlhash=enie"><u><font color="#0000ff">http://videos.thelivingbalancesheet.com/for-your-life</font></u></a><br />\n	<br />\n	The Guardian Bay Area<br />\n	4000 Executive Parkway #514\, San Ramon\, Ca 94583<br />\n	<br />\n	tim_kao@glic.com <a href="http://business.oaklandchamber.com/redir/redirect?url=www%2Eguardianlife%2Ecom&amp\;urlhash=YjV8"><u><font color="#0000ff">www.guardianlife.com</font></u></a><br />\n	<br />\n	<br />\n	Registered Representative and Financial Advisor of Park Avenue<br />\n	Securities LLC (PAS) 7 Hanover Square\, New York\, NY\, 10004. (1-888-600-4667)<br />\n	<br />\n	Securities products and services are offered through PAS\, a registered investment<br />\n	advisor and broker/dealer. OR The Guardian Life Insurance Company of America<br />\n	<br />\n	(Guardian) NY\, NY. PAS is an indirect\, wholly owned subsidiary of Guardian.<br />\n	<br />\n	PAS is a member of FINRA/SIPC.</p>\n
LOCATION:4000 Executive Parkway\, STE 514 ~Location: Bishop Ranch #8
UID:e.1392.2543
SEQUENCE:3
DTSTAMP:20260516T110425Z
URL:https://business.oaklandchamber.com/events/details/ce-credits-cpas-only-defined-benefit-planning-and-employer-owned-life-insurance-for-small-business-owners-09-09-2013-2543
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