matt king
Real Asset Investing- Making Smart Decisions with Lasting Impact
In this seminar, Dave Zook will break down age-old myths about taxes, how to invest strategically and how to use the current tax law to benefit you and your business.
Caleb oversees the business tax department at McClarigan CPAs & Advisors. He works as a trusted business advisor for many exceptional clients and specializes in advanced tax planning involving cost segre-gation study analysis, the utilization of micro-captive insurance com-panies, accounting method optimization, and so on. He is experienced as a business valuation analyst valuing companies for mergers and acquisitions, exit strategy planning, and estate and gift tax planning. He is also very experienced with the preparation and audit of financial statements and individual and business tax return preparation and compliance.
Strategic Investing to Change Your World
1. Invest in Your Business and Yourself. – Rob Marchalonis
2. Tax efficient investing. – Dave Zook
Winning at Customer Service – Luke Kuepfer
Luke Kuepfer will be presenting his brand new seminar on key customer service principals, giving you the knowledge and power for providing exceptional service, while learning how to build, retain and grow relationships with your customers.
Topics include:
• Understanding customer expectations• The power of apology, authenticity, positivity, consistency, and
simplicity in customer relationships• Applying the HEARD technique in customer service
• Relating with empathy—capitalizing on feelings more than facts
• How to keep disagreements from becoming arguments