1. MULTIPLE ENTITY PLANNING ECI Economic Concept ECI Economic Concept 2. SPLIT-FUNDED QUALIFIED PLANS 3. TRADITIONAL DEFINED BENEFIT, DEFINED CONTRIBUTION, PROFIT SHARING, 401(K), SELF DIRECTED IRA Plan Comparison Plan Comparison 4. SECTION 79 PLANS 79 Executive Summary 79 Executive Summary Retirement Plan Comparison Retirement Plan Comparison Section 79 Presentation Section 79 Presentation 5. NON-QUALIFIED DEFERRED COMPENSATION NQDC PLANS 6. ADVANCED COST SEGREGATION Cost Segregation Overview Cost Segregation Overview 7. ASSET PROTECTION PLANNING 8. ALTERNATIVE QUALIFIED SOLUTIONS Ken Harstein AQS Presentation Ken Harstein AQS Presentation 9. PREMIUM FINANCE STRATEGIES (EFFICIENT ESTATE TAX MITIGATION) Leveraged Gifting, Estate & Business Planning Leveraged Gifting, Estate & Business Planning Seneco & Associates Seneco & Associates 10. EMPLOYEE STOCK OWNERSHIP PLAN Employee Stock Ownership Plans Employee Stock Ownership Plans 11. CAPTIVE INSURANCE COMPANY Taken Captive Taken Captive 12. INVESTMENT GRADE LIFE INSURANCE Safe Money Solution Safe Money Solution 13. ALTERNATIVE INVESTMENTS DIRECT PARTICIPATION PROGRAMS 14. TRADITIONAL LONG TERM CARE Wolf & Associates Wolf & Associates Long Term Care Long Term Care Lombardi Group Presentation Lombardi Group Presentation 15. CORPORATE DISABILITY INSURANCE 16. IN-HOUSE BOOKKEEPING TEAM 17. ASSET VALUATION Business Valuation Business Valuation Discount for Lack of Marketability Discount for Lack of Marketability 18. IN-HOUSE MEDICAL UNDERWRITING 19. HEALTH INSURANCE EFFICIENCY AUDIT HCR Presentation HCR Presentation 20. PROFESSIONALLY MANAGED MONEY Bessemer Trust Bessemer Trust 21. LIFETIME INCOME SOLUTION 22. RESEARCH & DEVELOPMENT CREDITS Research & Development Credits Research & Development Credits 23. CHARITABLE LEAD ANNUITY TRUSTS CLAT Article CLAT Article Seneco PPLI Seneco PPLI 24. LIFE SETTLEMENTS Melville Capital Melville Capital 25. CORPORATE PLANNING & RISK MANAGEMENT FOR EMERGING GROWTH COMPANIES ECCO Company Overview ECCO Company Overview 26. 1031 EXCHANGE PLATFORM 1031 Exchange Advantage 1031 Exchange Advantage 27. THE LG SUITE Privatus Privatus Summer ATPI Intro Summer ATPI Intro Enhancing & Preserving Wealth for Generations Enhancing & Preserving Wealth for Generations 9 Figure HNW Family Steward 9 Figure HNW Family Steward