| Business Succession Planning |
Prudential Financial Office, Irvine |
2009 |
| Succession Planning for Contractors |
Singer Lewak Office, Irvine |
2008 |
| Choice of Business Entities |
Signature Resources Group, Irvine |
2008 |
| Buy-Sell Agreements |
Signature Resources Group, Irvine |
2008 |
| Exiting Your Business Without Taxing Yourself |
Signature Resources Group, Irvine |
2008 |
| Basic Business Entities & Exiting Your Business Without Taxing Yourself |
Financial Planning Association of Orange County Chapter, Irvine |
2007 |
| Business Succession Planning |
California Society of CPAs, Orange Couny/Long Beach Chapter Financial Planning Interest Group |
2007 |