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May 2019

Financial Executives Alliance – San Diego Nonprofit Quarterly Meeting

May 7

Trends in Employee Benefits and Retention Programs in the Nonprofit World.

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The MoneyShow Las Vegas

May 14 @ 12:00 pm - 3:00 pm
Paris Hotel Las Vegas, 3655 S Las Vegas Blvd
Las Vegas, NV 89109 United States
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Building and Preserving a Solid REIT Portfolio.

Panel Includes:

-- Cory Grant, JD, Partner, Grant, Hinkle & Jacobs
-- Brad Thomas, Forbes Real Estate Investor

REITs are becoming mainstream as their powerful growth attributes have satisfied the thirst for many income-oriented investors. In this three-hour Master Class, Brad Thomas will examine the relevance of owning REITs with a deep dive into the fundamentals, with a focus on the most durable dividend picks. Cory Grant will show you how to incorporate a long-term REIT strategy into your family office or business legacy plan. Brad Thomas is considered a legend in the REIT sector. He has a following of over 60,000 on Seeking Alpha and he is the editor of the #1 newsletter at Forbes, the Forbes Real Estate Investor. He and his team cover over 125 individual REITs, and in this class, Mr. Thomas will reveal his top picks in most every property sector. Cory Grant, founder and partner at Grant, Hinkle & Jacobs, Inc. is a 25-year member of the California Bar, and is one of the foremost experts in the country on estate and business succession for real estate owners. Mr. Grant will show you how successful families and businesses use real estate to anchor their enterprise value.

The objective for this class is to help investors construct an intelligent REIT portfolio, and Mr. Thomas will provide insight into his strategies that are certain to eliminate stress and help investors sleep well at night. You will not want to miss this class as Mr. Thomas will provide all of the necessary tools for unlocking value within the $2 trillion REIT universe.

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Defense Contractors Workshop

May 22 @ 11:45 am - 1:00 pm
Sheppard Mullin Richter & Hampton LLP, 2275 El Camino Real
San Diego, CA 92130 United States
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Defense Contractors: Retain Key Employees & Increase the Value of Your Business…Without Giving Up Equity

Speaker Panel includes:

--Cory Grant, JD, Partner, Grant, Hinkle & Jacobs
--Victor Ramsauer, CPA, President, LevitZacks
--Stephen Lasala, JD, Partner, Sheppard Mullin Richter & Hampton, LLP

Defense contractors need to recognize how critically important their key people are to the bottom line, their future success, and the value of their business. Retaining your top talent and motivating them to continue to perform at a high level is crucial.

Having your key employees motivated to stay and perform can measurably increase the value of your business – especially in the eyes of a potential buyer. Most defense firms don’t provide benefits that are meaningful enough to incentivize key talent personnel to join the company and stay for the long term. Companies that offer stock as an incentive often create minority shareholders that can trigger tax issues, compliance requirements, and unnecessary headaches.

THERE IS A BETTER STRATEGY FOR DEFENSE CONTRACTORS.

Join us for this valuable workshop where, in under an hour, you will learn how to:

--Keep your key employees loyal and performing at their highest level without giving up stock in your company.
--Incentivize just your key people without having to include others.
--Use a retention plan to increase the value of your business.
--Recover the costs associated with setting up and funding your retention plan.

Paste this link into your browser to register: https://smarterbizstrategies.com/

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June 2019

Mixer with North County Estate Planning Council – San Diego

June 13 @ 4:30 pm - 7:30 pm
Viewpoint Brewing, 2201 San Dieguito Dr.
Del Mar, CA 92014 United States

Join GHJ and North County Estate Planning Council - San Diego as we celebrate summer with good food and drink.…

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August 2019

Pro Back Office CPA Continuing Education

August 16 @ 7:30 am - 8:00 am

Even for accountants, life insurance can be complicated. Grant Hinkle & Jacobs is pleased to provide local CPAs with a…

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