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Work Shops - Designed to Provide STEAK not just sizzle --because your time is valuable!

Key Note Speaker: Steven J. Weil, PhD, EA

Nationally known tax, business, and financial consultant, Steven J. Weil, PhD, EA , is much sought after as a guest speaker and workshop leader. He has appeared on Good Morning America and is heard on South Florida radio with his "Daily Tax Tip." His PhD is in Business Administration and he is also enrolled to practice before the Internal Revenue Service. Steven teaches classes for various colleges and universities on business, tax and financial management. He has provided programs for large and small franchise groups ranging from key note address to hands on work shops.  

Theresa J. Weil, PhD, EA, OSJ

Theresa brings a strong background in accounting, business operations and banking to deliver seminars that are both informative and relevent to the unique issues faced by the franchise industry. She is enrolled to practice before the Internal Revenue Service making her part of a select few who can represent clients in all fifty states before all levels of the Internal Revenue. Theresa brings this expertise and experience to each workshop as a highly qualified advisor in tax matters, including tax planning, estate planning, audit representation, and tax preparation.

 

More About our Key Note Speaker:

Steven has provided seminars and classroom instruction for national firms and franchisors including: ServiceMaster, Amoco, Comcast, Triple Check, Creative Solutions, and many others. Seminar topics include budgeting, business planning, tax planning, business management, cash flow management, reducing shrinkage, estate planning, investing, and wealth development.

Steven conducts continuing education seminars for accountants across the country, fielding topics such as business consulting, practice management and business development.

A principal of Franchise Business Systems, Inc., Steven Weil, PhD, EA has a PhD in Business Administration, is an accountant, business consultant, and is enrolled to practice before the Internal Revenue Service. He is a Certified Tax Professional, member of the Florida Society of Enrolled Agents, National Association of Enrolled Agents, and National Society of Accountants.

Steven Weil, PhD, EA is an articulate, personable financial expert who has addressed groups of six to six thousand. He has counseled corporate groups in the boardroom, individuals in the clubroom, presented workshops in the classroom and keynote speeches in the convention hall.

He is a stimulating, provocative, and enlightening speaker who is current with the latest financial challenges and opportunities, business trends, changes in IRS regulations and tax implications for business, estate and individual financial planning.

 

  • Tax planning for business owners
  • The dos and don'ts of S-corporations
  • Don't let the tax tail wag the dog
  • Cash is king (cash flow management)
  • Business budgeting and living your budget
  • Working with your spouse
  • Employee incentives, how to get what you pay for
  • Who to turn to when the IRS comes calling
  • How to protect your family assets in estate planning
  • Elder care: what is it and who needs it
  • Tax planning for seniors
  • When to run - not walk - away from a financial professional
  • Year-end tax planning
  • So you want to start a business
  • Wealth care for the new millennium

Schedule of Speaking Fees:

NOTES:
Professional fees apply to programs booked before December 31, 2003 all professional fees are plus normal travel and hotel expenses travel time is included in all professional fees all prices are in US$

Franchisors: Less than
100 units
100 to 250 units More than
250 units
One Day Programs $1500 $2500 $3500
Two Day Programs $2500 $3500 $4500
Three Day Programs $3500 $4500 $5500
PROGRAM DAY
May include up to four two hour programs, two one hour programs, or one four hour program. All program topics are customized to your audience and will make reference to franchisor systems and procedures where possible.  Program material remains the property of Franchise Business Systems, Inc., and may only be reproduced with the express written permission of Franchisee Business Systems, Inc.

EXPENSES
Out-of-pocket expenses are not included in the fees quoted above. Such expenses include coach class airfare between Fort Lauderdale and the closest airport to the site of the seminar, ground transportation, lodging from the night prior to the first program through the evening of the last program, meals en route and on site, audio-visual requirements, postage, copies, shipping, telephone, printing and worksheets.

TERMS OF PAYMENT
Unless otherwise arranged, fees for services are payable in US funds as follows: Upon reaching agreement on dates, times, topics and fees, 50% of the speaking fee is payable as a deposit. The balance is due prior to the first program. To assist your accounting department, I will provide separate invoices for both payments at the time we agree to terms.

Airfare will be billed 30 days prior to the program and is due no later than two weeks prior to the program. Whenever possible, I prefer that the client arrange for direct billing of hotel expenses. All other out-of-pocket expenses will be billed every two weeks as incurred with a final accounting to be submitted no later than 10 days following the last program. Upon request, I will submit documentation substantiating out-of-pocket expenses. Unpaid invoices will be subject to a service charge of 1% per month after 14 days.

CANCELLATION
Once we have agreed to terms, if the client changes the program date, the deposit may be applied to any future presentations for a period of one year from the date of the change.

 

“With experience and dedication to franchising…Your Perfect Resource”

© 2004 Franchise Business Systems, Inc.
2319 N Andrews Avenue
Ft. Lauderdale, FL 33311
(800) 382-1040

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FBS, Franchise Business Systems located in Fort Lauderdale, Florida provides the following outsource franchisor franchisee services and information about EA, Franchisee, Franchisor, Franchise Industry, Enrolled Agents, tax planning, financial planning, accounting, QuickBooks, Peachtree, recordkeeping, estate planning, business consulting, services, IRS, audits, college planning, retirement, bookkeeping, computer software, royalty, intranet, website design, Tax, financial planning, estate planning, accounting, recordkeeping, business consulting, audits, retirement planning, bookkeeping, computer consulting, savings, investments in the following places Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida: Miami, Fort Lauderdale, Keys, Coral Gables, Hollywood, West Palm Beach, Pembroke Pines, Weston, Hialeah, Miami Springs, Kendall, Homestead, Tallahassee, Jacksonville, Tampa, Orlando, South Florida, Treasure Coast, Northern Florida, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.