Wayne W. Kollas, Inc.
Business continuation planning

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
  • Business Succession Planning
  • Buyout Plans & Other Transfer Techniques
  • Choosing a Retirement Plan for Business & Business Owner
  • Acquiring a Troubled Business
  • Advising Business Entrepreneurs
  • Six Business Killers - Planning For Succession

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

 

 

 

 


Please feel free to phone us at (888) 575-5445 or e-mail info@wwkinc.com. We would be happy to discuss your needs and how we may be able to assist you.

| Business Services | Personal Services | Bank Programs | Professionals Corner | Library | About Us |
| Subscribe to E-mail Publications |
Find It!



Wayne w. Kollas, Inc. Business Services
P.O. Box 219040
Portland, OR 97225 USA
Phone: (503) 641-5445
Toll Free: (888) 575-5445

FAX: (503) 641-5449



Copyright © 1999-2000
Wayne W. Kollas, Inc.
All Rights Reserved
Disclaimer of Liability
Privacy Policy
Wayne W. Kollas, Inc. Home Page Who we are and what we do. Business continuation, executive benefits & insurance. Retirement, estate & wealth transfer planning.