Tell us about a significant case or transaction you’ve handled?
What makes your firm different from others?
What piece of advice do you repeatedly give clients?
How can small businesses protect their assets from creditors?
What are some of the ways income can be distributed in a tax efficient way?
What is a key employee?
What are some of the ways key employees can be compensated?
What are the steps in a traditional acquisition model?
What is a quick close model of acquisition?
What are some of the problems you see in estate plans?
Many people avoid estate planning because of the cost. What is the cost of creating a well designed estate plan vs. the cost of not having a solid plan?
Let’s talk about passing on family values. What are some of the ways family values can be passed down through estate planning?