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

There are 8 key factors that drive value in your family business. Whether you anticipate transitioning ownership in the next two years or the next 20, founders who focus on shoring up these key areas can create a financially sound, operationally strong business that will platform the next generation for success. Join us January 9 from 10-11 AM as we explore what makes your company valuable through the eyes of an acquirer, and why that matters in a family business that is destined to be passed on to the next generation. 8 Key Drivers: Financial Performance Growth Potential Dependence on Key Employees, Suppliers or Customers Cash Flow Influencers Creating Recurring Revenue Differentiating Your Business from Competitors Customer Satisfaction Your Company’s Ability to Perform in the Absence of the Owner ... read more

Join Becky Fromkes, Professional EOS Implementer, as she leads you through a hands on workshop focused on healthy and effective habit building. Key concepts will be include the Four Laws of Behavior Change, the importance of systems over goals, and habit stacking. Learn about the science behind habit building and why it matters. Walk away with principles that can be applied in your personal life, your family business or both. ... read more