Education

Join us for a candid conversation between current leaders and next-generation members of successful family businesses. Learn strategies for effective generational transition and collaboration. Discussion Topics: Knowledge transfer between generations Innovation vs. tradition Leadership transition strategies Digital transformation challenges Maintaining family values Panelists: Jorgensen Farms - Val Jorgensen and David Karikomi The Cleary Company - George & George II Facilitated by: Darren Cherry, Area President, FocusCFO ... read more

As we approach the close of 2025, it’s more important than ever to ensure your financial and tax strategies are aligned with both current law and future developments. Business tax planning in 2025 comes with unique complexities, especially with the OBBBA’s provisions on business interest expense, bonus depreciation, and pass-through entity rules. This webinar will arm you with the tools you need to minimize liability and maximize opportunity as you prepare for 2026. Key topics include: Tax rate updates and expiring provisions SALT (state and local tax) and nexus considerations Key OBBBA provisions including: Bonus depreciation and expensing of capital investments Section 1202 qualified small business stock changes Research and experimentation expense deduction changes Business interest expense limitation changes Qualified Business Income (QBI) deduction changes Pass-through entity planning (S Corporations, Partnerships, LLCs) Tax deferral strategies and income shifting opportunities ... read more