Upcoming Events

We will be attending the National Auto Dealers Association Convention in Orlando from February 13th – February 15th, 2010.

Upcoming Publications

After publishing our newsletter Premium AdvantEdge for two years we have decided to switch to a web-based e-mail alert. To receive future editions, please contact Andy via e-mail at andy@pa-llc.com. Our previous editions are available below for your review.

Publications

"Save Your Client Over $500,000 in 15 Minutes", Auto CPA Alert. Click here to read our latest e-mail alert.

"The Life Insurance Stimulus Package... Fact or Fiction", Auto CPA Alert. Click here to read our latest e-mail alert.

"Forward-thinking dealers put succession planning on front burner", DealersEdge Dealer Business Briefing. Click here to read this article.

"Don't Get Caught Up In Stranger Danger", Premium AdvantEdge Vol.2, No. 2. Click here to read our newsletter.

"Dealers warned to beware of "stranger owned" life insurance propositions", DealersEdge Car Dealer Insider. Click here to read this article.

"Beware of The Purchasing Black Hole", Premium AdvantEdge Vol.2, No. 1. Click here to read our newsletter.

"Resolve to Save Your Dealer Clients More Money in 2007", Premium AdvantEdge Vol.1, No. 4. Click here to read our newsletter.

"It's Almost 2007-Is Your Insurance Policy About to Lapse?", Premium AdvantEdge Vol.1, No. 3. Click here to read our newsletter. This article was also featured in the December 2006 edition of the De Filipps’ Dealers’ Tax Watch.

"Life Insurance's Little Known Secrets: Don't pay another life insurance premium until you read this article!", DealersEdge Dealer Business Briefing. Click here to read this article.

"If It's Broke...Here's How to Fix It", Premium AdvantEdge Vol.1, No. 2. Click here to read our newsletter.

"Life Insurance Policies: Add Value For Your Clients", Insight Magazine, The Magazine of the Illinois CPA Society. Click here to read this article.

"Exchange Programs: Trade Up Your Insurance" and "Take a Pass on Taxes to Pass on Your Legacy", Premium AdvantEdge Vol.1, No. 1. Click here to read our newsletter.

"Restructuring Insurance Policies Offer Huge Savings", On Track. Click here to read this article.

"Is your Life Insurance Policy keeping up with Life Changes?", DealersEdge CFO & Controller Report. Click here to read this article.

"Restructuring Insurance Policies Offer Huge Savings", The Business Edge. Click here to read this article.

"Unexpected Savings: Premium Reductions Possible on Existing Life Insurance Policies", DealersEdge CFO & Controller Report. Click here to read this article.

"How to Reduce Dealers' Premiums on Existing Life Insurance Policies", De Filipps’ Dealers’ Tax Watch. Click here to read this article.

Other News

Tony and Andy attended the National Auto Dealer Association Convention and Exposition in New Orleans from January 23rd – January 26th, 2009.

Tony attended the National Auto Dealer Association Convention and Exposition in San Francisco from February 9th – February 11th, 2008.

Tony attended the Driving Force Auto Consulting Groups's meeting in Montana from June 3rd – June 6th, 2007.

Tony attended the National Auto Dealers Association Convention and Exposition in Las Vegas from Febuary 2nd – February 4th, 2007.

Tony presented our new course "Caveat Emptor: It's Never too Late to Correct a Costly Mistake" at the AutoCPA Associates Group meeting in Phoenix, AZ on October 23rd, 2006.

Tony spoke at the Driving Force Auto Consulting Group’s meeting in Louisville, KY on June 6th, 2006. Topic's included our newly developed service, the Enhanced Benefit IRA.

Tony attended the National Auto Dealer Association Convention and Exposition in Orlando from February 10th – February 12th, 2006.

Tony spoke at the AutoCPA Fall Meeting at The Wild Dunes Resort in South Carolina on September 29th, 2005. Featured topics included the Life Insurance Expense Reduction Analysis and our proprietary Dealer's Participation Program

Tony and Andy presented our proprietary Dealer's Participation Program at the National Alliance of Auto Dealer Advisors meeting in Baltimore, MD on June 27th, 2005.

Tony spoke at the Driving Force Auto Consulting Group’s meeting in Washington, DC on June 6th, 2005. Topics discussed included the Life Insurance Expense Reduction Analysis and our proprietary Dealer's Participation Program.

Tony and Andy attended the National Auto Dealer Association Convention and Exposition in New Orleans from January 28th – January 31st, 2005.