|

Wayne Kollas, Founder and President of Wayne W. Kollas, Inc. brings over
31 years of business and insurance experience to the table. For the past
21 years he and his staff have provided independent consulting to individuals,
businesses and other professionals. Wayne and his staff provide services
in the areas of business continuation planning, executive benefits, retirement
planning, estate planning, wealth transfer and insurance.
While our client list is long and varied, two particular areas we specialize
in are meeting the needs of closely held businesses and their owners and
providing consultative services to other professionals.
Services For Closely Held Businesses
The owners of closely held businesses face a number of unique challenges
in coordinating the success and continuation of the business entity and
providing for the security of their families. Wayne W. Kollas, Inc. has
the experience to help with both business and personal planning, and more
importantly, making the critical connections between these two spheres.
Services to Professionals
Wayne Kollas and his staff regularly provide consultative services to
Attorneys, CPAs, Trust Officers and other professionals in the areas of
business continuation, executive benefits, complex estate planning and
insurance. We know it is important for professionals to maintain their
client relationships. It is also probable that they will at times need
to deal with technical issues requiring specific technical expertise.
Wayne and his staff are experienced in working behind the scenes providing
the research, analysis and insights which professionals can apply to their
clients specific situation.
Whether you are exploring funding mechanisms for a buy/sell agreement
or assessing complex insurance options, our approach can protect your
client relationships, enhance your billable services and assure that your
advice to your clients is solidly grounded.
|
|
Recent
Continuing Education
Business Issues
Insurance Issues
- Insurance Law
- Disability Insurance Seminar
- Planning for Long-term Care
- Ethical Responsibilities of Health Insurance
Agents
- Tax Deductible Life Insurance Through Life Com
Estate Planning
- Advanced Charitable Estate Planning
- Planning across, Over, & Around Multiple
Generations
- The Use and Structure of Family Partnerships
in Estate Planning
- Essentials of Estate Planning
- Estate Planning in a Changing Tax Environment.
- Planning Techniques For Large Estates
- Strategic Planning with Family Partnerships,
Trusts, & Charitable Planned Giving.
Retirement Planning
- Financial Returns of Retirement Planning
- Retirement Planning for Executives & Business
Owners
Tax Issues
- Conference on Tax Law
- Tax Conference
- Current Issues in GST Tax Planning
|
|
|