Jill May on LinkedIn: Attention: Accountants, Law Firms, Investment and Wealth Advisors, Estate,… (2024)

There is still time to register for our 15th annual Fiduciary Focus event presented by our Private Client and Fiduciary Services Practice attorneys. This event will cover key topics, such as the recent developments in wealth planning, using trustee investment statements, avoiding fiduciary pitfalls, and "Mother May I" petitions with no contest clauses presented by Farhad Aghdami, George Bowles, Sr., Daniel Durst, Jefferson Hunt, Stephan Lipskis and Christine Piersall. Click the image below to register for the event.#fiduciary #taxlaw #wealthplanning

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Thinking of exiting your business? There's more to it than just numbers.I'm speaking on the non-financial aspects of exit planning tomorrow at the Kentucky CPA Society's Estate Planning conference, held with the Louisville Bar Association.Tomorrow's presentation is for attorneys and CPAs, but keep an eye out next week. I'll be sharing my thoughts on here for those who don't need CLE or CPE credits. (If you do need credits, you can sign up at the link below)

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Happening today at noon! It's not too late to sign up for this one-hour webinar presented by the VBA's Wills, Trusts & Estates Section.

Please allow me to re-introduce myself:My name is Frank Rekas.I work with Lawfirm owners and other professionals in 3 areas:1) Minimizing taxes 2) Protecting their life, income and assets3) Growing their wealth.I call this the MPG System.I do this so that they/you can live with abundance and dignity.If this is something you want to learn more about, let's talk.I'm the Wealth Guardian.Ready to have your discovery meeting?Click book an appointment above and let's get on the calendar.---------------------------------------------------------------------------------Most advisors start with a product to sell.We start with a person to serve. 💞I'm a personal CFO of successful entrepreneurial attorneys and business owners.Your gonna love the way we work. We just know it.#franklyspeaking #financialplanning #protection #wealthbuilding #MPG#lawfirmavengers #wealthguardian

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If you work in the Family Offices industry, this is a must-watch video. I chat with my colleague Brian Lucareli, Esq. director of Foley Private Client Services and co-chair of our Family Offices group, about qualified business stock. During this interview, I defined qualified small business stocks (QSBS), and the tax benefits they provide, and explained how family offices can take advantage of the QSBS exception. Follow the link below to watch the short video, and feel free to reach out to me directly if you have any questions or if Foley can be of any help to you as you navigate this complex area of the law. #FamilyOffices #EstatePlanning #Investing #Taxhttps://lnkd.in/gPKU95gA

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The firm saw its financial metrics rise in 2023, as demand across a range of practices accelerated during the second half of the firm's fiscal year. Managing Partner, Samuel Danon contributes to this recent article in The American Lawyer. https://ow.ly/aV7c50Ruc3M #legalnews #HuntonAK #TheAmericanLawyer

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Another cool trip to the Big 🍎 with Georgina Ross. Great to catch up with , & Anchin in the hustle and bustle of Manhattan. And Reid CPAs LLP & Gettry Marcus CPA, P.C. over in the relative calm of Long Island. Will be running some adverts from next week, but if you’d like to discuss your next public accounting move before then, just fire me a message.#publicaccounting

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As a law firm owner I am finding it more and more frustrating that some law firm owners seem to be over inflating the value of their firm in a year, to use to get funders, then the following year go bust owing millions. Is no one else seeing the trend?Are funders not seeing the trend? How can a firm triple in size in 12mths and then go bust? How is it possible for them to then go on to open up or become a sole director of a new firm to be able to go on and do it again? Why does the SRA allow it? Who is now being expected to pick up the pieces and pay more money to cover these firms, us, the firms left behind that don’t do what is glaringly obvious.I feel for for staff of these firms.

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Join the Williams Mullen Private Client and Fiduciary Services team for our 15th annual Fiduciary Focus event.Attorneys Farhad Aghdami, George Bowles, Sr., Daniel Durst, Jefferson Hunt, Stephan Lipskis and Christine Piersall will discuss key topics, including the recent developments in wealth planning, using trustee investment statements, strategies to avoid fiduciary pitfalls and "Mother May I" petitions with no contest clauses.Click the image below to register for the event.#fiduciary #taxlaw #wealthplanning

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We're thrilled that Dr. Irene Abrons, a 20 year marketing veteran, will be joining us at the Golden Law Estate Planning & Business Seminar this Saturday, March 16th!Dr. Abrons will be delving into the crucial role of marketing in today's competitive landscape. You'll learn:- The essential role of marketing in driving growth, profitability, and success for your business.- Creative and affordable strategies to attract and retain customers.- How to establish brand awareness and build lasting connections with your customers.Don't miss this opportunity to gain valuable insights from this marketing powerhouse!You’ll also be educated on:- Wills, trusts and powers of attorney- Accounting and taxes- Business financing- And more! There’s only 3 days left to sign-up, so decide if you'd like to join us in-person or virtually! Register at the link in the comments. #MarketingStrategies #BusinessGrowth #GoldenLawSeminar #BlackWealthMatters #EstatePlanning #FinancialLiteracy

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