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Speakers

Don Deans

A Nationally Published Author and a Thought Leader in the Accounting and Finance Communities

Speaking on Tax and Gifting Strategies and as a Social Security Strategist

Dean’s consulting focus is on helping people and those who serve them to identify and implement the best strategies for their own goals and challenges. 

They utilize processes to maximize results for individuals and professionals:

  • – Social Security filing strategies
  • – Tax strategies to minimize obligations
  • – Change management for businesses

 

  • The Social Security™ Strategist
  • Tax Aspects of Oil & Gas Drilling Partnerships
  • Conservation Easements
  • Captive Insurance
  • Tax Advantages for Gifting
  • Tax Deferral for Sale of Personal & Real Property

Deans Consulting, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority of the acceptance of individual courses for CPE credit

Fran Tarkenton Video Testimonial

“I attended a CPE presentation Don did for a large group of CPA’s.  The entire room was full of energy and Don had them on the edge of their seats.  He has a skill set that combines analytics with passion in such a way that makes his presentations awesome.”

– – Kim Comer, Realty Capital Services

“Thanks again for your time and presentation the other week. I thought it was extremely well received and we heard good feedback.“

– – Josh Rubinger, Lightstone  Capital

“Don has done exceptional CPE seminars for my CPA contacts for a number of years. A partner in one of the largest firms specifically requests Don each year.”

– – Charles “Butch” Ferguson, Capital Investment Companies

Don’s Client List Includes…

  • Capital Investment Companies
  • Hard Rock Exploration
  • Lightstone Capital
  • Northstar
  • Sandlapper Securities
  • Tarkenton Financial
Travels From:  North Carolina
City: Charlotte
$5,000 and Under

Biography

Keynote speaker Don Deans has supported individual and corporate clients as a CPA for more than 40 years and as a registered representative for 18 years. Don has his BSIR and MBA from the University of North Carolina in Chapel Hill.

He began his career at Haskin & Sells in 1974 and was a partner at Deloitte Haskins & Sells from 1985-1990. In 1996, Don joined the financial services sector and he holds FINRA licenses 6, 7, 63, 65 and 24.

Don has been leading the sales, recruiting and education efforts at an Independent Broker/Dealer since 2006 and has aided in substantial growth at the company in that time. Don also serves as the head of Strategic Partner Relations at the company.

Don is a nationally published author, speaker, and a thought leader in the accounting and finance communities. His guidance has been sought out by the Journal of Accountancy, Hartford Business Journal, and statewide CPA magazines in Connecticut, Georgia and North Carolina.

Don is a member of the American Institute of Certified Public Accountants (AICPA), NC Association of CPAs (NCACPA) and the Georgia Society of CPAs (GSCPA).

Presentations

Social Security is typically one of your clients’ largest retirement assets. For many people it makes up a majority of their retirement income. Social Security can potentially help a client’s retirement assets last much longer. For every dollar that they are able to increase their Social Security income, that’s one dollar less that they’ll have to take from other sources for retirement income.

For many people, Social Security is one of the more important decisions they’ll make regarding retirement income. That’s because the potential difference between an optimal and less-than-optimal election of benefits for their situation could be tens of thousands of dollars or more in lifetime benefits.

Learn the basics and nuances of Social Security. In a brief 90 minutes you will learn in great detail how the Social Security System operates, including the following:

  • History of Social Security
  • Social Security Solvency
  • Restoring the Program’s longevity
  • Annual Statement
  • Qualifying for Social Security
  • Timing for claiming Benefits
  • Survivor Benefits
  • Divorce Benefits
  • Spousal Benefits
  • Disability Benefits
  • Claiming Strategies
  • Best Practices

Objectives for Investors

  • Cash distributions for the life of the Investment

  • Accelerated write-off in the first year

  • Ability to exclude investment income from taxable income

If rules are followed, Conservation Easements allow for charitable contribution deduction subject to 50% limit of AGI, with no alternative minimum tax consideration.

Conservation easements are held and enforced by “qualified” non-profit or governmental entities.

Many politicians, both liberals and conservatives, hold Conservation Easements.

A “captive” is a privately-owned, legally formed insurance company created to insure the risks of one or more companies sponsoring the CIC.

An insured or sponsoring company pays a premium to the captive which issues a policy(s) to insure specified risks typically not covered under existing insurance coverage.

Areas of expertise

  • Social Security Strategist
  • Tax Strategies
  • Tax Deferral for Property
  • Asset Allocation
  • Non-Traded REITS
  • Oil & Gas Drilling Partnerships
  • Accounting & Finance
  • Captive Insurance
© 2019 Ro Morrison & Assoc.