Webcast

Unravelling the Mystery of Financial Statements

With the prospect of rising tax rates, it is more important than ever that your company is running efficiently so you can maintain your same level of income. One of the ways to do this is to closely review your financial statements each month. Every month your CPA send you financial statements for your business. Do

Achieving Financial Success in Light of the Political Change

During this discussion led by Ted Zamerski, CFA, CPA/PFS, Tom Gibson, CPA, and David Babinski, a Business Consultant and member of your Family Office Team, examine: • The Biden tax proposal and the best vs. worst case scenarios; • Additional national policies that may have a negative effect on your finances; • Opportunities for growth;

Plan for a Biden Presidency

Joe Biden’s economic outlook and policies differ greatly from what we have experienced over the past four years. The questions we need to prepare and plan for are: How will the American government pay for the proposed policies and what affect will those policies have on taxes? The key to success over the next four

End of Year Tax Tips for 2020

December 31st is quickly approaching. And, once it arrives, you will not be able to put any strategies in place to maximize your tax savings for 2020. Have you taken all the steps necessary to maximize your tax savings for this year? Make sure you have with this panel discussion led by Mike Glickman during

Trump vs. Biden: What You Need to Consider on November 4th

During this panel discussion led by John Scott, Tom Gibson, CPA, and David Babinski, a Business Consultant and member of your Family Office Team, examine: President Trump’s tax plan and its implications for those earning more than $400K annually; Vice President Biden’s proposed tax plan and its implications for those earning more than $400K annually;

State of Affairs: Strategies for a Successful Tomorrow

During this discussion led by Ted Zamerski, CPA/PFS, CFA, CGMA, and featuring Brian Shey, Licensed Insurance Representative and member of your Family Office team; David Babinski, a Business Consultant and member of your Family Office Team; and Paul Haven, a Commercial Banking industry expert; they discuss: • The importance of reviewing your overall life plan

The Importance of Running Your Business as a Business

CPA Tom Gibson and attorney Thomas Goldman discuss some of the steps necessary to ensure that you are treating your business as a business, including: • Segregation of business assets • Corporate formalities • Taxation of different entity types • Reasonable compensation • Co-mingling of assets

Breaking Through COVID-19: The CEO’s Toolbox

During this event, Drew Miles and Kari Granger, CEO of The Granger Network, an executive coaching and development firm providing innovative, relevant and impactful solutions for C-Suites and their teams, discuss: • How you as CEO might help your employees positively cope with the challenges they are facing; • How to readjust your thinking and