Webinar
2025
Business Building Summit
Webinars in This Series:
Session 1: February 5
Structuring your business for protection and growth
Making sure your assets are protected and how to transfer them if needed
Daniel McCraine
Advantages of using a system to save on taxes and protect your assets
Debbie Faw
The legal side of structuring a business for protection and tax savings
Omolola Adekeye
How to bring all these things together to work for your company
Ronald W. Haycock
Management Accountant
Watch This Session:
Session 2: February 19
2025 Business Success Summit: Tax Planning and Strategies for this year
Changes, Deductions, and IRS Expectations
Introduction
As the tax season approaches, it’s essential to stay informed about the latest changes in tax laws, new deductions, and what you can expect from the IRS. Proper tax planning strategies are crucial for ensuring compliance and maximizing your benefits. Pratt and LeFevre, will help you prepare for the 2025 tax season and leverage the structures and planning discussed at the 2025 Business Success Summit on February 19th.
- What are the things you need to know to file your taxes in 2025?
- What has changed and how can you take advantage of new deductions?
- What can you expect from the IRS this year?
- What Are The Key Changes in Tax Laws for 2025
- What New Deductions Can You Take Advantage OfWhat to Expect from the IRS in 2025
- Preparing for Your Taxes
Filing your taxes in 2025 requires staying informed about new tax laws, deductions, and IRS expectations. By organizing your documents, consulting professionals, and leveraging technology, you can navigate the tax season with confidence. The insights
from Pratt and LeFevre, along with the discussions from the 2025 Business Success Summit, will equip you with the knowledge and strategies to make the most of your tax filing.
The O.N.C.E. Cash flow strategy
Brandon Roper
Taxes for different business structures
Ravi Maringanti
CPA
Differences of protection and taxes between revocable and irrevocable trusts
Crystal Lee Flynn
Trust Attorney
How to bring all these things together to work for your company
Ronald W. Haycock
Management Accountant
Watch This Session:
Session 3: March 25
Selling or moving on your business: Structuring the change to save on taxes and help you leave a lasting legacy.
At Pratt and LeFevre, we understand the complexities of selling or passing on a business. Our team of experts has extensive knowledge in tax planning and structuring to help minimize capital gains and other taxes for our clients. We work closely with business owners and their families to develop personalized strategies that will protect their assets and leave a lasting legacy. This Summit will show you the technicalities of these types of transactions and ideas of how to prepare for your departure.
If selling or moving your business to the family is your goal, you need to understand to set up for your best results and lower taxes
How to save taxes and protect your assets when selling a business – It could be a sin not to use a SCIN, don’t be daft if you should use a DAF, and don’t flip out if you should use an FLP (Helpful tips on how to save taxes and protect your assets when selling a business). Come to our 2025 Business Success Seminar to get more information.
Jeff Wood
Should you be using passive or active income to prepare to retire
What is the difference when a business produces passive income versus active or ordinary income? The object is to reduce capital gains taxes and avoid passive income. Use these to forward investment and business income for the trust and estate planning.
Ronald W. Haycock
Management Accountant
Watch This Session:
Daniel McCraine
Account Executive
Daniel is the founder of McCraine Associates, a business and marketing strategy company.
Daniel helps hurried, worried, and buried business owners 10x their business without the headaches, hang-ups, or hiccups. Daniel’s work has helped companies save or make over $22 million in capital and expenses. He has been called the Maestro of Business and the “Marcus Lemonis of Des Moines.”
Jeff Wood
Jeff gained a passion for financial services in 2001 while attending Brigham Young University where he earned his Masters in Accounting. After graduating, Jeff worked in public accounting at KPMG and Deloitte,. He and his wife, Annmarie, have lived in Japan, California, and are now back to their roots in Utah. Jeff has worked in banking, public accounting, and other executive positions in the financial industry. His passion for helping families with their financial plans never left him, and he re-entered the financial field once again in 2014. He loves educating his clients about various financial concepts and helping those individuals overcome the challenges they face. Jeff and his wife live in Saratoga Springs, Utah with their four children and two dogs.
Debbie Faw
Account Executive
Debbie has been in business for over 35 years. Her passion is to support business owners in providing strategic entity structuring for their business. She lives in Baker City, Oregon.
Omolola Adekeye is a transformative wealth strategist and business advisory consultant with a mission to empower individuals and organizations to secure their financial legacies and protect their assets through strategic, holistic planning.
With over 16 years of experience in asset protection, wealth preservation, and business structuring, Omolola has guided numerous clients in aligning their personal and business financial strategies to create robust safeguards against risk.
At the core of Omolola’s work is a deep commitment to practical, values-driven wealth strategies. As the creator of programs like The Holistic Asset Protection Blueprint, she equips clients with actionable tools to integrate personal and business assets, ensuring a comprehensive approach to asset protection and legacy building.
Known for delivering insightful consultations and engaging workshops, Omolola combines strategic insights with practical guidance, empowering clients to secure their financial futures and build enduring wealth.
Summit attendees can expect to leave Omolola’s sessions with fresh perspectives, clear strategies, and the confidence to implement asset protection frameworks that align with their long-term goals.
Crystal is a seasoned attorney specializing in asset protection strategies, bringing over 13 years of diverse legal experience to the forefront. With a solid foundation in business law, consumer debt, estate planning, and asset protection, Crystal is dedicated to helping individuals navigate the complexities of estate planning. A proud graduate of the University of Utah, where she earned a bachelor’s degree, Crystal further honed her legal expertise by obtaining a law degree from Rutgers School of Law – Newark. She is licensed to practice law in the states of Utah and Wyoming. Passionate about protecting assets for families and individuals, Crystal strives to empower clients with the knowledge and resources necessary to safeguard financial futures for individuals and their families. She believes that everyone deserves peace of mind and works diligently to create effective strategies that ensure clients’ family and interests remain protected. Through a commitment to excellence and a client-centered approach, Crystal is focused on delivering exceptional legal services that foster trust and support in every step of the estate planning process.
Presentation Topics:
Join us for an informative estate planning presentation designed to equip you with essential knowledge about preparing for the future. We will cover the basics of estate planning, including key documents such as wills, trusts, powers of attorney, and advance healthcare directives that address both incapacity and death. Learn how these documents work together to ensure your wishes are honored and your loved ones are protected. Additionally, we will discuss strategies for asset protection, helping you safeguard your wealth from unforeseen circumstances. Whether you are starting your estate planning journey or looking to update your existing plans, this presentation will provide valuable insights and practical tips to secure your legacy.
Ron is a seasoned entrepreneur, community advocate, and family man with a rich background in business and cross-cultural relations. A former Marine, he served as a Public Relations NCO in Japan from 1968 to 1972, where he developed a lifelong appreciation for Japanese culture and language. His connection deepened during his LDS mission, where he became fluent in Japanese and served as a translator for Japanese nationals. Married since 1979 and a father of nine, Ron embodies a steadfast commitment to family and service.
With a Bachelor’s in Business Administration and advanced studies in Forensic Auditing, Ron has successfully bought, sold, and managed numerous businesses and real estate ventures. He has also mentored over 700 small businesses, authored four books, and delivered seminars on business strategy. Ron’s dedication to empowering others and his entrepreneurial expertise make him an invaluable resource and an inspiration to those seeking success.
Ravi Maringanti, Founder of Aaressem Consulting LLC – has been in practice since 2002. He Specializes in Structuring businesses in an optimal way both protection wise and tax wise. In his journey of practice he also structures between countries to avoid double taxation. Hi Client profile includes Ecommerce and online businesses spanning across countries, Real Estate and Information Technology Companies.