Program produced by XPX Philadelphia. In this interactive session, Herb and Max discuss options for tax and estate planning that will ensure that the business owner can leave a legacy. The case study is based on a $40M, privately held, family owned Manufacturing Company that is planning for an exit. This next session is designed…
This is the 4th in the case study series, built around the individuals found in the Charlotte case study. This event will focus on Retirement & Estate Planning / Personal Wealth Risk Mitigation for the principal owners. CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT. Meet our Speakers: Jim Benedict, CPA, CFP®, CEPA®SVP…
Program Speakers: Carolyn Smith (C3 Financial Partners), James Rosenblatt (Rosenblatt Law Firm) and John F. Dini (MPN, Inc.)
There is a lot of uncertainty in the world today, which makes it even more important to maintain financial focus and set up your future self for success. Christen Plotkin, Financial Advisor at UBS Financial Services Inc, will share what it means to have financial focus as an emerging professional. She’ll highlight distractions you should…
Charlotte case study Intro & Discussion on pending capital gains policy changes Please join this virtual educational event. Building on the May event: We will introduce a business / owner case study scenario. This case study scenario will provide the context for the subsequent series of educational events, throughout the 2nd half of 2021 and…
Estate Planning Strategies for 2021 The sale of a business creates financial and estate planning opportunities and challenges. For many years, planners have enjoyed the increased (currently $11.7 Million) exemption, however legislation is being discussed that would drastically lower that exemption. This significant change will require new strategies to reach the financial goals our clients…
Program produced by XPX New England. Impact of Proposed Tax Increases on Business Owners: What All Owners Need to Know Three panelists and moderator, Greg Rush discuss proposed increases and examples of how they impact an owner. Moderator: Greg R. Rush Partner Dunn Rush & Co. LLC Greg Rush is a co-founder of Dunn Rush…
Program produced by XPX Atlanta. Personal Financial and Estate Planning Prior to Selling Our “owner” Sam McGraw’s marital harmony has just tanked upon confessing the business is not going to net what he and his wife “need” for retirement. Enter the personal wealth and estate planning gurus to collaborate and explore financial realities and realistic…
Program produced by XPX DC Metro In order to prepare for what is usually the single most critically important financial and emotional decision of a business owner’s life, the transition out of their company, you must start somewhere. How then, does an owner prepare for an event that is the measure of his or her…
Program produced by XPX Chicago. Retirement Readiness 2020 was exceptionally volatile for the investment markets. With little warning, we were thrown into a global health pandemic, bringing global economies to a standstill. As a result, the markets went from all-time highs into bear market territory in record time, with segments of the markets losing 30-40%…
Program produced by XPX Chicago. Year-end Tax Planning The final quarter of the year presents last minute opportunities for tax planning. We will focus on a few areas: Purchase and expensing of equipment to be in service before year end. Election to be a cash basis taxpayer. How does PPP Loan forgiveness come into play….
Program produced by XPX Maryland. Retirement Please join us as Michelle Fritsch and XPX member Terry Schaefer provide insights and ideas on helping successful business owners transition from full time professional pursuits to actively walking into their retirement years – healthy, wealthy, and wise. Speakers: Michelle Fritsch, Pharm.D., BCGP, BCACP. Principle: Meds MASH, LLC and…
Program produced by XPX Fairfield County and XPX Hartford. XPX CT Virtual Summit Day 3: Owner Life and Legacy Moderator: Michael Clear, Wiggin and Dana Panelists: Keith Michaelson, Lovins Group Francois de Visscher, FODIS Gavin Watson, Former Co-owner of Watson Inc.
Date: January 28, 2022 Platform: Zoom Start Time: 12 p.m. End Time: 1 p.m. Questions: Chat Click Ticket: Jim McKelvey From the cofounder of Square, an inspiring and entertaining account of what it means to be a true entrepreneur and what it takes to build a resilient, world-changing company In 2009, a St. Louis glassblowing artist and recovering computer scientist named…
InsuranceNewsNet.com January 21,2022 More Than Writing A Check Sometimes the road to philanthropy begins with a simple phone call. For Angie Rehkop, founder of Financial Care Providers in Atlanta, the giving journey began when a friend asked her to go horseback riding. The request was for adult volunteers to accompany children who were patients at…
I was speaking with an advisor to business owners recently about my client screening process for selling a business. I said that to deliver the best result, I ask business owners to write down three sets of goals. The reason is that many, if not, most owners only think of the business sale (the transaction)…
Prove the Rolling Stones Wrong in 2022 By Essie Escobedo, Chief Executive Angel, Office Angels COVID-19 was the first pandemic that most of us had ever lived through. The experience taught us a lot – how to work from home, how to homeschool our children, and how to live in isolation – away…
Watch and listen to BCAT Partners Managing Partner explain how you define and change organizational culture!
As we close the books for the 2021 year, there is no need to close the door on tax planning strategies for that year. The Federal Research and Development (R&D) Credit is available to reduce your tax liability for the years 2018 to 2021. New IRS guidance, and a few more requirements in some cases,…
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