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When Talk Turns to Elimination the Estate Tax, Do You Hear the Words: They're Eliminating My Practice

Dear Colleague:

You're working hard to build your estate planning practice. So am I. And, if you're like me, you've lost some sleep worrying ab out how changes to (if not outright elimination of) the estate tax will adversely affect your practice.

I'm not losing sleep anymore. In fact, I've welcomed the changes, because they've allowed me to brance out into a related practice area. One that is both financially and personally rewarding, one I'd like to share with you: Business Planning.

Chances are you're doing some business planning already, but I can show you how to land much more of it. Some of the reasons for extending your practice into business planning include:

  • Business owners have needs (lots of needs) that continue year after year. They're not transactional clients, they are relational clients. Do a good job and you have a client for life.
  • Business owners have relationships in place with other key advisors: insurance agents, CPAs, financial planners, and more. Working with the business owner gives you a chance to work collaboratively with these professionals in allied fields and to form referral relationships with them.
  • Business owners are decision-makers. No need to have a meeting, or refer it to a committee. If it makes sense, a business owner will say "do it".
  • Business owners will write your check out of a business account, not their personal account. That makes your fee a pre-tax business expense, rather than a personal cost.

And consider this: The small business owner represents a very large potential client base, one that is not vulnerable to the winds of political change. Fully 99 percent of all independent enterprises in the country employ fewer than 500 people. These small enterprises account for 52 percent of all U.S. workers and produced three-fourths of the economy's new jobs between 1990 and 2005.

But, small business owners are quite knowledgeable about their own field, they are often terribly ignorant of even the most basic legal necessities. Small business owners need legal assistance. In short, they need you.

I would like to offer you a personal invitation to learn more about Your CorporateCounsel Advantage™, a host of proven techniques for tapping into the lucrative business planningmarket. I will show you how to extend your estate planning practice and create a new, renewable revenue stream without adding overhead in the form of new staff or marketing costs, and without learning a lot of new law.

What's more, Your CorporateCounsel Advantate™ is guaranteed. How? Simple. If you, at the end of your first training day, you do not feel Your CorporateCounsel Advantage™ will achieve the results you desire in your practice or did not meet you expectations, simply return all the materials and we will refund your registration in full.

I encourage you to take action to grow your practice by taking part in a free, one-hour Webinar on March 27th at 9am EST.

It just may help you welcome changing estate tax laws rather than worrying about them. And, sleep a little better at night. To register for the Webinar, contact Laney Chavis at (813) 286-1700 or email: laney@thestrategiccounsel.net. You can also explore why business owners are the clients you want to work with by downloading our brochure at www.yourcorporatecounseladvantage.com

Best regards,
Steve Riley,
Attorney at Law