Past Wealth & Legacy Seminars
"Just Show Me The Money"
January 27, 2010
7:30 AM to 10:30 AM
- Can ESOP’S be a source of money? Is this an option today? Could this work for you?
- Do Angels really exist (the kind with money) and what will it cost you the business owner?
- When/where does leasing make sense today? What about factoring? Merchant advances?
- What is available today through the government (SBA) for low cost business loans?
- Bottom line: where can you go for capital today if your bank will not or cannot help???
Moderator
John C O’Neill
Partner
Procopio, Cory, Hargreaves & Savitch LLP
Speakers
Anthony L. Mathews
Director
The Beyster Institute at the Rady School of Management UCSD
Most wealth is not in the public market - it is in closely held businesses. How can one access illiquid wealth for business growth, diversify asset holdings, perfect an estate plan without losing the business and at the same time, take your employees on as partners in growth? Hear from a national expert with his finger on the pulse of this often discussed, little understood idea.
Neil Senturia
Chief Executive Officer
U.S. Local News Network
Do financial angels really exist? What are the pluses and minuses of utilizing angels to invest in your company, and what do you give up along the way as a result? Neil is considered the “dean” of angel investing, and has been accused of being a stand-up comedian and entertainer as well!
The Panelists
Pat Burns – Primary Funding
Ted Stearns – Sterling Wealth Strategies
Tage Tracy – TMK & Associates
How to use factoring, merchant advances, leasing, government programs (SBA) and other innovative but largely unknown or under-utilized forms of “synthetic capital” to keep your business growing.
Spotlight On Legacy
Frank Vizcarra
President
Vizcarra Consulting Group
As President of The Vizcarra Consulting Group, Frank Vizcarra works exclusively with CEOs and their management teams to develop stronger and more effective collaborative strategic systems. Growing up in Mexico in extreme poverty and dysfunctional family, Frank’s childhood years would have crushed most individuals. Instead, he grew to become extremely successful in the business world, including as a Senior VP with McDonald’s Corporation. Frank has a wonderful heart to make a difference in the world and especially in the Hispanic community.
"Taxes, Leverage and Leadership"
November 18th, 2009
7:30 AM to 10:30 AM
- What are immediate actions to take before 12/31/09 to save taxes?
- What will estate, income and capital gains taxes look like in 2010 and beyond?
- How can you access global talent to lower costs and increase efficiencies – right now?
- In today’s challenging times, how does an owner provide leadership that inspires confidence and unwavering loyalty in employees, suppliers and customers?
Moderator
R.J. Kelly, MSFS, ChFC, RIA
Founder & President
Wealth Legacy Family of Companies
Speakers
Daniel J. Gatto, CPA
Founding partner, teacher, community activist & “inspirationalist”
Gatto, Pope & Walwick LLP
Twenty-five years after launching his own accounting firm, Dan Gatto remains actively involved as the group's senior tax specialist. Dan will talk about the actions business owners should be taking NOW before 12/31 to save taxes, and how to plan ahead for tax increases coming in 2010 and beyond. Find out why Dan is frequently the “go to man” for many of the area’s most successful business families.
Richard J. Muscio, CPA
Chief Executive Officer
Indevia Accounting
Frustrated by costs and delays in acquiring critical financial data to run your business? Indevia is an accounting services company with offices in San Diego and Mumbai, India. Learn how they have leveraged global talent to provide “real time” accounting and bookkeeping services to small/medium sized businesses and non-profits to save valuable time and money – and how you can, too!
Edward G. Masters
Executive Consultant
Management Action Programs, Inc.
What does effective and inspirational leadership look like in today’s challenging world? How do business owners inspire the confidence, fierce loyalty and trust from their employees, suppliers and customers? Hear insights from the renowned President and CEO of MAP Consulting, Lee Froschheiser, as he shares from MAP’s experience working with many of the best companies today in America.
Spotlight On Legacy™
Brian Caster
President & CEO
The Caster Companies
Brian R. Caster is the President and CEO of the Caster Companies. He started at the bottom 29 years ago in the family business, and has been leading it for the past 15 years. Under his leadership, the Caster Companies team have grown the business into one of the largest privately owned family self storage companies in America, but the commitment to leadership story doesn’t end there.
Brian and his wife Denise believe that giving of time, talent, touch and treasure is equally important. To that end he is involved in many worthy causes here in San Diego and around the world, and sits on the following boards: Caster Family Charity board; All For God - a youth outreach organization; Nativity Prep School Development Board - an inner-city school. Brian and Denise have been active, too, in the Cursillo Movement within the Catholic Church in San Diego for the past 25 years.
"Success, Succession and Sources of Money"
A Very Special Evening
September 30, 2009 - 5:00 PM to 8:00 PM
University of San Diego
Joan B. Kroc Institute for Peace & Justice, Room C & D
- A Recession Is A Horrible Thing ... To Waste: What companies are doing today to find great success despite the economic challenges
- Succession Issues in the Privately Held Business: What makes it a unique challenge?
- Making Your Banker An Advocate - Not An Adversary
Moderator
Carl L. Sheeler, PHD, CBA, AVA
Managing Partner
Allison Appraisals & Assessments, Inc.
Business Valuations, Ltd.
Speakers
R.J. Kelly, MSFS, ChFC
Founder & President
Wealth Legacy Group
In spite of the economic challenges today, many business owners are finding opportunity to succeed and prosper. Find out how they’ve been able to add significant value to their businesses during these trying times, and how you can apply this to your business, too. R. J. Kelly, of Wealth Legacy Group, will share ways to not "waste" the recession, but use it as a springboard to greater success.
Phillip L. Jelsma, Esq.
Partner
Luce Forward
Long time Luce, Forward tax partner Phil Jelsma will share with us from his many years of experience in assisting private companies in the areas of succession and exit planning and the unique challenges they face.
Valerie Jacobs, MA, MFT
Owner
Valerie Jacobs Consulting
Valerie Jacobs, MA, MFT is a licensed Family therapist, a business person, a philanthropist and an inheritor. She speaks from experience regarding the effects of wealth on relationships and well being. Along with the technical and tax issues facing private business owners in their exit and succession planning, there are a host of relationship issues (family – partner(s) – heir(s) that are often ignored – to the peril of the unprepared business owner and his/her family.
Teofla Rich
Senior Vice President
Private Banking Manager
Torrey Pines Bank
The recent turbulence in our economy has changed the relationship many business owners have with their bankers. With thirty six years experience in various aspects of banking and as a seasoned Private Banker, Teofla Rich understands the specialized relationships private business owners rely on with the bankers and what they can do today to benefit from and make their bankers an advocate and not an adversary.
Spotlight On Legacy™
Marc McBride
Co-Founder
McBride Electric
Marc McBride, and his brother Mike, have helped to create one of the nation's leading specialized electrical and information transport (voice, data, video) contracting companies. With a proud heritage since 1950, McBride serves more than 40% of the Fortune 100 through a unique combination of 11 regional branch offices and their “best-of-breed” affiliate organization. Now, having begun their succession of the company, listen to what has worked for them – and where they have taken their lumps over the years. Listen, too, to how they have worked as a family through three generations to give back to their respective communities here and overseas.
"Peace of Mind During Turbulent Times"
April 29, 2009
7:30 AM to 10:30 AM
- Investing in turbulent times: increasing returns while lowering volatility
- Asset protection: Protecting your wealth from ‘in-laws, outlaws, creditors and predators’
- Handling turbulence in the family: Family Councils to resolve conflict and create vision
Moderator
R.J. Kelly, MSFS, ChFC
Founder & President
Wealth Legacy Group
Speakers
Chris L. Meacham, CPA
President & Chief Executive Officer
Cornerstone Wealth Management
What, if anything, is the appropriate investment strategy during these turbulent times, including investment strategies that provide financial peace of mind, investment opportunities arising from the ashes of a burned out economy, and volatility is a good thing if used properly
Nancy G. Henderson
Partner
Henderson, Caverly, Pum & Charney LLP
Asset Protection planning is not unethical and it is definitely not just for the very rich. For business owners planning with legal steps, not only protects your business from hazards, it protects you and your family, your partners and other co-owners, your employees, your vendors, and your customers.
Barry Graff, Ph.D.
Founder
Family Business Systems
Family-owned and closely held businesses face unique challenges with succession planning, organizational and leadership development, and communication and conflict resolution. Family councils and meetings educate members about the challenges, assist in resolving outstanding issues, and help families communicate effectively.
Spotlight on Legacy
Mike Mellace
CEO and Founder
Mellace Family Brands, and the Mama Cares Foundation
Few products have experienced the success that Mama Mellace's Old World Treats have seen over the past few years. They have grown from a small San Diego-based retail operation to providing wholesale distribution coast to coast. They have also been doing much in giving back to the less fortunate:…..
"Oceans, Real Estate & the Local Economy"
Wednesday, January 21, 2009
7:30 AM to 10:30 AM
- 2009: is it a time to sit tight, or take action
- How will San Diego’s attractive climate and coastal setting affect long-term real estate values?
- How can applying the ‘Blue Ocean Strategy’ to your business enhance profitability in 2009?
- What does this all mean to me, my clients, my business, and my family?
Moderator
Chris L. Meacham, CPA
President & Chief Executive Officer
Cornerstone Wealth Management
Speakers
Alan Nevin
Director of Economic Research
MarketPointe Realty Advisors
Focus will be on the long range forecast for owning investment real estate in San Diego County. Does it still make sense? Can it still be profitable?
Terry Moore, CCIM
Principal
ACI Commercial Real Estate
The rules have changed - determining fair market value for investment real estate.
Zunaira Munir, Ph.D
Managing Director
STRATEGIZE BLUE
Why traditional competition-based strategies are not enough for sustainable, profitable growth today. And, the strategic logic that lets companies create uncontested marketspace and make competition irrelevant.
Our Economy and Your Taxes
November 19, 2008
7:30 AM to 10:30 AM
- What will estate, income and capital gains taxes look like in 2009?
- Demographic change and how it will affect our California economy and real estate
- Immediate actions to take before 12/31/08 to save taxes
- What does this mean to me - my clients - my business - my family?
Moderator
R.J. Kelly, MSFS
Co-Founder of The Center for Wealth & Legacy Studies
Speakers
Alan Nevin
Director of Economic Research
MarketPointe Realty Advisors
Focusing on the powerful impact that demographic changes have on the U.S. and its relationship to the national economy and real estate in San Diego.
William Exeter
President & Chief Executive Officer
Exeter 1031 Exchange Services, LLC
Exeter Fiduciary Services, LLC
Clarifying the recent changes to Section 121 of the Internal Revenue Code contained within The Housing and Economic Recovery Act of 2008 and the effect it will have on tax-free exclusions from the sale of a primary residence when the property was also held as investment property as well as year-end tax planning in terms of Section 1031 of the Internal Revenue Code.
William Super, CPA
Senior Tax Manager
Lavine, Lofgren, Morris & Engelberg
Discussing economic and business factors and the likely tax law changes under President-Elect Barack Obama as well as planning opportunities i.e. capital gains tax, income tax, and estate and gift tax as we approach December 31, 2008.