One poster said "on demand" statements which is a system of getting financial info to your clients.  4) Seek out education online, via podcasts, via CD's, via conferences.  5) Lastly - IMPLEMENT what you learn.  

And doing thought leadership.

Business Organizational Leadership.

I would confer with their statement that some on the other side of the coin are exaggerating when they claim their structure "has been blessed by the IRS".  

Best thing I ever did 20 years ago, and I contribute a lot of my growth, leadership skills directly to NARPM

I am looking into the possibility of transferring funds from my existing Roth IRA (at a discount brokerage firm) to a self-directed Roth IRA in order to purchase Cacao Farm parcels in Belize as part of the Belize Cacao Consortium's investment opportunity (similar to the coffee farm parcel opportunity in Panama via International Coffee Farms - same leadership team, slightly different business model).

I prepped for the meeting, reserved time on my schedule, and booked a conference room at work for our call.They never called.

sounds like a good reason to meet for a free consultation with a lawyer on the matter. all you will get here are opinions and although there are some attorneys on BP, you need to confer with one in IL which is considered an attorney state, if I'm not mistaken. 

Travel/hotel/mileage, meals, office equipment/supplies/furniture, cell phones (including all monthly fees), all subscriptions (print/digital), REIA fees, conferences, education.

This is because the whole discussion of LLC conferring true asset protection and everyone discussing about "commingling of funds", and "piercing the veil" ultimately is encased in whole bunch of theory with very little practicality.