Webcast

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

Breaking Through COVID-19: Navigating Your Finances

During this 1-hour discussion led by Ted Zamerski, CPA/PFS, CFA, CGMA, and featuring Tom Gibson, CPA, and David Babinski, Director of Development for TrueNorth Resources, we discuss: • The deferment of federal and state taxes, • The CARES Act and other new coming out of Washington, • Various loans and financing options available, • How

Creating Your Family Bank

Ray Poteet, discusses how you can make freedom to your funds a reality while still growing that money. Specifically he covers: • How to create your own Family Financing System • How to make money driving your car (be an Uber driver without picking up passengers!) • How to take a vacation and make a

Tax Extensions and What You Need to Know

Venise Maybank, MST, discusses filing a tax extension and what you need to know before the tax deadline including: • Tax filing and the importance of filing an extension • Reasons for filing an extension • How and when to get tax extensions • Forms for filing an extension and timeline • Tax Extensions for