Advanced 1031 Strategies and Tax Deferral Methods

Dentists, Join U.S. Bank for a Business Banking Seminar

Presented by Jeff Peterson

Sponsored by U.S. Bank

• Tuesday, October 31, 2017 | 8 – 10 am
• Ramada Plaza Minneapolis | 1330 Industrial Blvd. N.E. Minneapolis, MN 55413
• Registration and a continental breakfast begins at 7:30 am
• To reserve your spot
  • Please RSVP to Mary Charbonneau at mary.charbonneau@usbank.com or 952.927.1275
  • by October 24, 2017.
  
  

  

  
  Jeff Peterson with Commercial Partners Exchange Company, LLC is an entertaining speaker who is able to explain important wealth building tax strategies in a clear, understandable way. He works primarily in facilitation of standard deferred 1031 exchanges, as well as “TIC” exchanges, “build to suit” exchanges, “reverse” exchanges and aircraft “personal property” exchanges.
  Jeff received his B.A. and law degree from the University of Minnesota. He is a frequent speaker on various topics to 1031 exchanges. Jeff is a former adjunct tax-law professor and a member of the Minnesota State Bar Association as well as the American Bar Association Tax Section. This seminar may qualify for continuing education credit.
  
  usbank.com/smallbusiness
  U.S. Bank and its representatives do not provide tax or legal advice. Each individual’s tax and financial situation is unique.
  You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
  
  
  U.S Bank seeks to comply with federal, state and local regulations concerning the entertainment of public of cials and employees. Therefore, to the extent you are required by the rules and regulations or the policy of your department, agency, or authority to pay any part of the costs of attending this event, please contact the U.S. Bank Representative above, so that we may make the necessary arrangements. Member FDIC. 171002C 7/17

The Importance of Having an Estate Plan in Place

Estate planning can be a depressing topic, and one that is easy to set aside. While you are building your estate, you may be tempted to focus on the current building process, rather than looking ahead to the future. Yet, if tragedy strikes, can you be confident in how your estate will be divided? Do you trust the courts to divide it properly, and are your family members prepared for the large tax bill tied to a high-value estate? Living life without an estate plan is simply too risky, and it puts too much potential pressure on grieving loved ones if an unexpected event takes place.

Benefits of an Estate Plan

While the primary purpose of an estate plan is to plan for the division of your assets, that's just one purpose. Your estate plan also aids you in:

• Deciding who will care for dependents if you cannot do so.
• Determining who will be the executor of your estate.
• Structuring the estate so your loved ones have fewer probate and tax costs.
• Deciding how to divide your assets specifically.
• Choosing the individual who will take care of you if you are medically incapacitated.
• Having an estate plan gives you peace of mind that your estate will be handled exactly as you wish, without fear of the state or courts taking over.

Risks Without an Estate Plan Tragedy

can strike at any moment, robbing your loved ones of more than just your presence in their lives. If you were suddenly gone, and the courts were left with the responsibility of dividing your estate, after draining it to pay taxes, how would your loved ones move forward? Without an estate plan, you are leaving these decisions in the hands of strangers. You are also putting your hard earned money at risk, because estate taxes could tap into what you have earned. You can avoid these risks with an estate plan.

Your loved ones are depending on you now, and that dependence continues after you are gone. Give them and yourself peace of mind with a proper estate plan.
Are you ready to create a plan for living the life you've always dreamed about? Contact us today to schedule your complimentary discovery meeting.

Your Guide to Financial Independence Provided by Aurochs Financial Group

Dentists, TIME IS RUNNING OUT for PAIN-FREE PRACTICING Friday OCTOBER 23RD!

Dentists, Dental Teams it's where you'll get the Business, Clinical, and Success Strategies You Need To Practice Total Pain Free Dentistry!  Purchase ticket here.

The whole spectrum of advice, clinical, business & personal financial strategies will be presented:

It's the NDA's Achieve Pain-Free Dentistry Seminar October 23, 2015. Co-sponsored by the Northern Dental Alliance, & the Minnesota Head & Neck Pain Clinic

Bring your spouses, families, & team! The MN Landscape Arboretum is beautiful in October & available to explore after the event.

Northerndentalalliance.com/event

NDA Member Businesses Set Up Booths at 2013 St. Paul MN District Dental Society Meeting

Northern Dental Alliance members set up six booths to sponsor at a district meeting of many St. Paul area dentists and their dental teams.

A gathering involving seminars and conversation, which occurred throughout the morning event at the Crowne Plaza Riverfront of the Mississippi, last Friday January 18, 2013.

Besides the five other booths, two NDA members represented our entire, current 10 member organization of independent businesses at our NDA booth (see banner).

The NDA member businesses are made up of advisers, consultants and service providers for dentists and dental offices in Minnesota, around the region and throughout the U.S. and beyond.

• Leanne Mathieu Kramer, OSHA Training • Owner, Statements Plus Compliance Solutions, Inc

• Click for Pic of Leanne in front of her booth:

• L. Richard Etshokin, New Building, Remodeling Dental Offices • Heritage Construction Companies, Inc

• Click for Pic of the Heritage crew in behind their booth:

• Jen Maschke, Business Banking Officer • U. S. Bank

• Click for Pic of Jen behind her booth:

• Gayle Christensen, Practice Management Consultant  • Owner, Christensen Dental Consulting

• Click for Pic of Gayle behind the NDA booth:

• Richard Chwalek, Marketing Consulting for Dentists • Owner, Niche Dental

• Click for Pic of Richard behind the NDA booth:

• Casey Groettum, Technology, Services, Products, Consulting for Dental Offices • Tech Expert, Sunset Dental Technologies

• Click for Pic of Casey in front of booth:

• Jenna May, Dentist Client Relations • MN Laboratory, Renstrom Dental Studio, Inc

• Click for Pic of Jenna in front of booth:

Other NDA Members represented by Gayle Christensen and Richard Chwalek at the Dental Meeting in St. Paul.

• Rick Epple®, NDA co-founder and member • Owner, Epple Financial Advisors

• Kim Smythe, Dental Employment Specialist • Owner, Dental Staffing Services

• Charlie Steingas, Design & Administration Retirement Plans Advisor • Owner, Cash Balance Actuaries, LLC

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Writing Produced & Posted...

By this Dental Marketing Connective Communication© Consultant...


Richard Chwalek
NicheDental.com

• Call 1+888.380.0020 and schedule a consultation with my Co-consultant Oli Gonsalves.

• Dental Communications and Marketing Consultant
• Northern Dental Alliance Member/Co-Founder

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Unique Dental Social Media, for Dentists, and Dentistry Industry.

Member Heritage Construction Companies, Case Study of Blaine, Albertville Dental Practices

Elk River’s Heritage Construction Companies, LLC, a Northern Dental Alliance member, constructs many dentistry offices and other healthcare buildings in Minnesota and the region each and every year.

While Heritage Construction develops other commercial and retail projects, they present here their case studies of dentistry offices and orthodontist specialists practices, new site building or external and internal remodeling.

Heritage Construction is committed to developing and building their dentist clients’ offices with the highest level of integrity and professionalism. They manage each project from start to finish and more. A parallel goal is to make the budget better.

Their dental offices (and other buildings) are developed in many shapes and sizes. Heritage Construction can build or expand any location, bringing clients the expertise and knowledge required to meet their needs.

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Dental Offices Case Study: Blaine, Albertville, MN

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Project Details #1

• Dental Office Location: Blaine, MN
• Practice Size: 1,900 sq. ft. New Building

Building Project Summary

This second floor dental practice located in Blaine MN above a retail store, provided the opportunity for creative thinking. Heritage worked with the retail store for construction support during the building of the dental office.

Critical plumbing and electrical wiring were performed during store hours while loud construction was done at night.

Timing was of the essence and Heritage was able to pull the teams together while working with the retailer, to ensure completion by the scheduled due date.

Project Details #2

• Dental Office Location: Albertville, MN
• Practice Size: 1,500 sq. ft.
• Building Timeline: 7 weeks

Building Project Summary

For the Albertville dental office, critical timing for project completion was imperative. In twenty one days, Heritage Construction was able to build the interior of the dental office and provide the mechanical functions including plumbing and electrical for an operational office.

Three dental chair stations were implemented with two rough-in areas for future use. Heritage met the quick timeline, and the dental office was ready in time.

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SEE Other Dental Offices Remodels, New Construction

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Heritage Construction Companies, LLC, a Northern Alliance member, serves clients with unmatched business professionalism. Work environments are based on respect and to be rewarding and fun. Working strategically with subcontractors and suppliers greatly improves job site safety, productivity and cost effectiveness. Serving their clients honorably typifies their business relationships.

CONTACT INFORMATION

L. Richard Etshokin • Dental Office Go-To-Person

• richard@heritageconstructionmn.com 

View Richard Etshokin's LinkedIN profile

Andy Christensen • Owner

• andy@heritageconstructionmn.com

View HCC Owner, Andy Christensen's LinkedIN profile

CALL • 763-633-4080

• HeritageConstructionMN.com 
• 13422 Business Center Drive 
• Suite 2B 
• Elk River, Minnesota 55330

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Blog Posted by

Dick Chwalek
NicheDental.com

• Also a member of the Northern Dental Alliance.
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