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Thursday May 11, 2023
Should you gift your family business to the next generation, or should the next generation be asked to buy the family business? What happens when the next generation inherits the family business? Should you gift your family business to the next generation, or should the next generation be asked to buy the family business? What happens when the next generation inherits the family business?
Join us for this Succession Planning Roundtable as we address these transfer issues, including:
When you should start the discussion to minimize disruption around your family relationships and your family business.
Ways to transfer your business to your son or daughter so you incur the least amount debt and tax liability possible.
How each transfer technique affect the new owner’s basis, and how to best structure your transition plan to meet your overall goals.
Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have.
Generously sponsored by Morgan Stanley
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Categories: CCFB Roundtable, Succession Planning
Thursday May 18, 2023
The impact on a family-owned business of not having a next gen to lead the family business - or a next gen who isn't quite ready - is huge. The future, vision, direction, and succession planning processes aren't as straightforward as when there is a lineal descendent ready to take the helm. Our panelists will discuss what they did - or wish they had done differently - when faced with this issue and offer advice on how to navigate this often challenging situation.
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Categories: CCFB Educational Program
Wednesday May 24, 2023
If you or your company is planning to build, purchase or renovate a building, or has done so in the past several years, a cost segregation study is a powerful tool that may help boost your cash flow and decrease your tax liability.
Join Brendan Walsh, cost segregation expert and tax leader from Clark Schaefer Hackett for this webinar on May 24. Brendan will walk us through who should consider a cost segregation study, the benefits, what types of properties qualify, and more.
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Categories: CCFB Webinar
Thursday Jun 15, 2023
Creating impact in and around community is becoming increasingly important to family business leaders that we work with. Philanthropic efforts not only feel good, but they do good and can help foster a workplace culture of giving and growing. In addition, creating a culture of philanthropy benefits the family by: Nurturing the family legacy; Strengthening the bonds between generations; Involving Next Gens in the future of the family business.
Our panelists will share how their approach to community, giving, and philanthropic efforts creates impact in our communities and on the family business itself.
Panelists:
Nevin Bansal, President & CEO, Outreach Promos
Erin Shannon, Corporate Relations Manager, White Castle System
Matina Zenios, President, Artina Promotional Products
Facilitated by Stefanie Coffman, The Columbus Foundation
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Categories: CCFB Educational Program
Thursday Jun 22, 2023
Coaching and mentoring are key components of a strong organizational culture and key to attracting and retaining talent. Research shows that a strong coaching and mentoring program contributes to increased engagement and productivity, improved employee well-being, enhanced D, E & I, and better stakeholder experiences.
Surveys show that the consistently top-ranked “wants” of today’s employees include frequent and constructive feedback and career development opportunities. Join us for this Human Resources Roundtable to discuss best practices and great ideas when it comes to implementing coaching and mentoring into your organization as a retention, engagement, and recruiting tool.
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Categories: CCFB Roundtable, Human Resources
Printed courtesy of www.familybusinesscenter.com – Contact the Conway Center for Family Business for more information.
P.O. Box 361106, Columbus, OH 43236 – (614) 253-4820 – info@familybusinesscenter.com