Succession Planning Peer Group - Virtual Meeting Only - Sep 10, 2020

Name: Succession Planning Peer Group - Virtual Meeting Only

Date: September 10, 2020

Time: 7:30 AM - 9:00 AM EDT

Event Description:

The CARES Act: Implications for your family businesses

Greg Daugherty from Porter Wright and Mike Merna from W3 Global Accounting will be our guest contributors for this meeting, sharing the latest information and guidance about tax, loan forgiveness, benefits, and general business planning aspects of the CARES Act.

The CARES Act effect on retirement
PPP loan and tax implications
Consideration of a trust provision for staying home vs. nursing home

Generously sponsored by M organ Stanley

It is never too early to think about succession planning in a family owned business! This dynamic monthly peer group is facilitated by Bea Wolper of Emens & Wolper Law Firm, Thaddeus O?Brien of O?Brien & Associates, and Meredith Sugar of Taft Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your family business to the next generation. This program is not just for founders/owners ? attending together with successors or next gens is very important and beneficial.

NOTE: Do to space availability - this 9/10 session will be held exclusively remote via ZOOM.

Here is the link for this peer group virtual meeting, please register in advance:
https://us02web.zoom.us/meeting/register/tZMtcemspj4jGN3awlfzWOCkJCrlwErLUdfi

After you register, an email will be sent to you from ZOOM with log-in information for the meeting. You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). Note that if you do not have video capability, you are still welcome to join.

** If you are new to ZOOM, you can test your device here: https://zoom.us/test