Comments on: Strategic Management of Tax Liability: A New Way Out http://www.secobserver.com/2009/12/strategic-management-of-tax-liability-a-new-way-out/ an e-publication of the Society of Exchange Counselors Thu, 29 Jul 2010 19:18:24 +0000 hourly 1 By: L.Truett Phillips http://www.secobserver.com/2009/12/strategic-management-of-tax-liability-a-new-way-out/comment-page-1/#comment-497 L.Truett Phillips Thu, 14 Jan 2010 22:28:53 +0000 http://www.secobserver.com/?p=1013#comment-497 Hello Art... My first contact with Business Brokerage was your course that I took in Concord, Cal in about 1975 or 76. I think I still have your "Certified Business Counsellor" plaque here somewhere. You inspired me to pursue my interest and have been a Business Broker since 1978. I got up to four offices during the 80s, and am now back to personal practice . I havent had any contact with you since but I googled your name today and am gratified to see you have grown in your practice as well. I have added Estate Planning to my practice. This has involved using a variety of Trust Formations over the years. I am curious about the Trustee activity with your training & certification. I wonder if it would be possible for me to take your Trustee Training and then serve as such a Trustee for your business here in the Central Calif, Capitol areas. Thank you for your inspiration all those years ago. Best Regards; L.Truett Phillips Sacramento, Ca Hello Art…
My first contact with Business Brokerage was your course that I took in Concord, Cal in about 1975 or 76. I think I still have your “Certified Business Counsellor” plaque here somewhere. You inspired me to pursue my interest and have been a Business Broker since 1978. I got up to four offices during the 80s, and am now back to personal practice .

I havent had any contact with you since but I googled your name today and am gratified to see you have grown in your practice as well.
I have added Estate Planning to my practice. This has involved using a variety of Trust Formations over the years. I am curious about the Trustee activity with your training & certification.
I wonder if it would be possible for me to take your Trustee Training and then serve as such a Trustee for your business here in the Central Calif, Capitol areas.

Thank you for your inspiration all those years ago.
Best Regards;
L.Truett Phillips
Sacramento, Ca

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