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 1½% 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.
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.
