Bohm Wildish & Matsen, LLP

Bohm Wildish & Matsen is proud to announce the addition of Jeffrey Verdon who shall be assisting our Private Client Services Group with regards to estate planning and asset protection! Click on the link below to learn more about Mr. Verdon.

The techniques and strategies we can use to protect your hard-won assets and legacy include: -Offshore and domestic business entity formation -Domestic trusts designed to safeguard assets from predators -Offshore trusts, placing your assets beyond the jurisdiction of U.S. Courts and out of harm’s way... -Equity stripping and asset isolation strategies to minimize the risks posed by potential predators and which ensure your privacy See more

Touchdown! Home Run! Grow your practice! Please confirm your seat for our next free Advisor Workshop luncheon on: What every Advisor has to know about Asset Protection Planning! You don’t want to miss this Important and Exciting Presentation by Jeff Matsen and Ben Schwefel https://bit.ly/2ErK6Mm

The GREAT Debate: The Client Maintenance Plan vs. The Free Service Package -- Jeff Matsen will go over all of the details of how to successfully set up and operate a profitable prepaid maintenance plan. Wednesday, October 17th, 9am. Register today at https://bit.ly/2y9sLSP

Among the decisions that new business owners grapple with is whether to form a limited liability company taxed as a partnership (LLC) or a corporation making an S election (S Corp). https://bit.ly/2PmDNuA

Bohm Wildish & Matsen Attorneys

Starting a new business can seem overwhelming especially when you’re doing it alone. Creating a business plan will allow you to refine incomplete ideas, address areas you may have not yet considered, create a map so you know what to do next, and increase credibility for bank loans or investor funding. https://bit.ly/2OxhAcI

Here’s what you need to know about whether your LLC interests might be securities, resulting in onerous federal and state securities law implications. https://bit.ly/2wK2RDD

Please confirm your seat at our next Advisor Workshop luncheon on: The 2018 Tax Cuts and Jobs Act: understanding the principal features of the new tax law and what you will want to know for your clients. Save your Seat Thur, Sept 20th, 11:30am to 1pm -> http://bit.ly/2wJOpMW

Ready to hire an employee for your business but nor sure what to do? Read more to learn important steps to consider. http://bit.ly/2PMsah8

Don't mistakenly classify an employee as an independent contractor. Here’s how to legally differentiate between the two. http://bit.ly/2MMJhkc

New Tax Law Mandates an Understanding of its Principle Features - Join us August 23rd at 11am. A light lunch will be served. Please let us know that you are able to attend - we look forward to seeing you! Register today by emailing [email protected] http://bit.ly/2OoBd6i