There are several areas of opportunity that you can turn a discerning eye toward and proactively audit to potentially save your family business thousands of dollars and lots of headaches. Conducting internal audits of your HR and HR-related functions isn’t magic – It’s just good business sense! Join us on October 31 to hear spooky stories about what happens when you are not prepared. The typical EEOC settlement is $40,000 but one Ohio company was just ordered to pay $1.25 MILLION in a class action lawsuit. And did you know non-compliant I-9s can cost you several hundred to several thousand dollars per violation? Fines, penalties, and attorney’s fees can add up scary fast! We’ll cover the essential audits you should conduct in broad strokes, including worker’s compensation, handbook, forms, safety, and so much more! ... read more

Join C-Suite executives from successful family-owned businesses as they reveal their most effective tax strategies and share invaluable insights from their personal experiences. They'll offer practical advice on what has worked well and discuss what they might do differently in the future. This is a great opportunity to learn from their successes and mistakes to optimize your own tax planning. ... read more

Are your business taxes on track for a successful year-end and beyond? Join us for an hour of insightful content, covering all the things your organization needs to know to maximize your tax potential and minimize liability. Our experts will arm you with essential strategies and planning considerations to aid in navigating the complexities of year-end tax planning, while helping you chart a course for a successful 2025. Changes to the tax landscape from the result of the November election will also be addressed. Be prepared to walk away with actionable insights, best practices and updates that will ensure your business stays positioned for success. Our experts will cover a diverse range of topics, including: Corporate Tax Rates Tax Law Changes and Expiring Provisions SALT – State Nexus Considerations Bonus Depreciation and Expensing of Capital Investments Pass-Through Entity Considerations (S Corporations, Partnerships) Tax Deferrals and Income Shifting ... read more