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#529 Tax Advisor Playbook: Help Your Clients Establish A Family Board
Manage episode 440979377 series 2918661
In this episode of the Main Street Business podcast, host Mark J. Kohler focuses on the transformative role of family board meetings in a business context. He discusses how these meetings are crucial for asset protection, tax planning, and promoting family unity, offering a blueprint for implementing these strategies effectively in any business environment.
Here are some of the highlights:
- Mark introduces the concept of family board meetings and how it can be used for LLCs (board of advisors) or corporations (board of directors).
- Mark breaks down how to establish a board: document the meeting, discuss business plans.
- The importance of maintaining corporate veil for asset protection.
- Mark shares personal experience of organizing a family board meeting in Jackson Hole, Wyoming.
- Emphasis on teaching clients to build and maintain family board meetings.
- The significance of creating a professional atmosphere with conference rooms, name tags, and agendas.
- Positive impact on family relationships and business understanding.
- Importance of creating the right ambiance for effective meetings.
- Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo.
- You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
- Curious what my new certification is all about? Learn More
- Looking to connect with a rock star law firm? KKOS is only a click away!
- Grab my FREE Ultimate Tax Strategy Guide HERE!
- Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler
- Craving more content? Check out my Instagram!
Bab
1. Family Tax Benefits Board Setup (00:00:00)
2. Family Board Meeting Experience (00:08:43)
3. Family Wealth Building Strategy Discussion (00:15:21)
540 episod
Manage episode 440979377 series 2918661
In this episode of the Main Street Business podcast, host Mark J. Kohler focuses on the transformative role of family board meetings in a business context. He discusses how these meetings are crucial for asset protection, tax planning, and promoting family unity, offering a blueprint for implementing these strategies effectively in any business environment.
Here are some of the highlights:
- Mark introduces the concept of family board meetings and how it can be used for LLCs (board of advisors) or corporations (board of directors).
- Mark breaks down how to establish a board: document the meeting, discuss business plans.
- The importance of maintaining corporate veil for asset protection.
- Mark shares personal experience of organizing a family board meeting in Jackson Hole, Wyoming.
- Emphasis on teaching clients to build and maintain family board meetings.
- The significance of creating a professional atmosphere with conference rooms, name tags, and agendas.
- Positive impact on family relationships and business understanding.
- Importance of creating the right ambiance for effective meetings.
- Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo.
- You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
- Curious what my new certification is all about? Learn More
- Looking to connect with a rock star law firm? KKOS is only a click away!
- Grab my FREE Ultimate Tax Strategy Guide HERE!
- Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler
- Craving more content? Check out my Instagram!
Bab
1. Family Tax Benefits Board Setup (00:00:00)
2. Family Board Meeting Experience (00:08:43)
3. Family Wealth Building Strategy Discussion (00:15:21)
540 episod
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