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  • Exit Planning Exchange
Exit Planning Exchange
Dec
09

XPX San Antonio: Year End Planning from a Financial/Tax and Human Resources perspective

Details

Date & Time

Wed, Dec 9th, 2020 ⋅ 7:50am - 9:30am (CST)

Location

Virtual - connection details sent upon registration

Tickets

San Antonio XPX Members
$0.00

Please join us four Member Program Planning Meeting!


Agenda:

Meeting Time: 8:00 AM to 9:30 AM (CDT)

8:00 – 8:30 AM (CTD) – Virtual Networking

8:30 to 8:40 AM (CTD) – XPX Update

8:40 – 9:30 AM (CTD) Two presentations outlined below with Q&A


Our Speakers:

Kimberly C. Ford - President, theKFORDgroup

Kimberly C. Ford is president of theKFORDgroup, a leading CPA firm. She has served as a leading tax expert for more than 30 years. Her areas of specialty include tax, accounting, financial and estate planning. She provides direct financial counsel to business owners across South Texas, assisting them in making crucial decisions for success.

In addition to her designation as a Certified Public Accountant (CPA), Kim is also a Certified Valuation Analyst (CVA) and a Master Analyst in Financial Forensics (MAFF), both of which are awarded by the National Association of Certified Valuators and Analysts. She performs business valuations and forensic investigations while working closely with attorneys to analyze complex financial situations and provide expert testimony in the courtroom.

John Seybold – SPHR, SHRM-SCP, CCP – Market Manager, San Antonio, Employer Flexible

My team and I help executives solve employee related problems. With almost 30 years of HR leadership, I help my clients efficiently manage employee issues, Department of Labor compliance, and engagement programs. We work with our clients to understand their HR challenges and find solutions to meet their goals. Our company's primary offerings are Outsourced HR Administration on a Professional Employer Organization (PEO) platform. Our services help business owner’s lower costs, raise employee engagement and lets owners sleep better at night.



GOLD SPONSOR:


SILVER SPONORS:


      
      


BRONZE SPONSORS:

        

      

         





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