Monthly Educational Program: Tried and True Family Business Tax Strategies
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.
Live Webinar: From Entitlement to Earning with Profit Works
Creator of ProfitWorks® and Expert EOS Implementer™ Alex Freytag will discuss how to create a simple, self-funded incentive plan to help end employee entitlement, and get your vision Shared by All.
Non-Family C-Suite Leaders Peer Group - by invitation only
For non-family C-suite leaders working in a family business. Peer-to-peer driven, sessions focus on objective and thoughtful insight and advice from those in similar situations. Additional fee to attend. Pre-approval to join and RSVP required.
Succession Planning Roundtable - Steps to Take to Protect your Family Business Assets
Your succession plan should lay out a strategy to protect your assets and transfer ownership. Come learn about ways to significantly reduce future tax obligations, ranging from trusts and lifetime gifts to tax-efficient investment planning. We'll also delve into the key points about redemption as an asset protection strategy, and specific ways it can protect the assets of your family business. Generously sponsored by Morgan Stanley
Rising CEO Peer Group - by invitation only
The Rising CEO Peer Group is for next gens who will be taking a greater leadership position in their family business. The group is by invitation only and there is an additional annual fee to attend.
Next Gen Leaders Peer Group
Simplifying Success for Our Family Business - Feeling overwhelmed? You’re certainly not alone! How do we build success, maintain relationships, take care of ourselves, and show up for our family? The answer lies in a surprisingly effective method of amplifying by simplifying. This will be a great way to unwind a bit during a busy season and keep us aligned with our business into the New Year. *New format! Dedicated time will be allotted to work through particular coaching scenarios and provide tools for relevant issues and situations you are now facing. We'll spend time exchanging experiences and knowledge on these issues so that we can all learn from one another.
Live Webinar: Year-End Tax Planning for Family Businesses
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. You can also expect to hear about potential changes to the tax landscape, such as the impacts of the highly anticipated November election results. 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
Leadership Development Peer Group
The Achilles heel of many leaders is their ability to provide honest, constructive feedback. Whether you fear giving feedback, or could use a little more finesse in your delivery - we will explore a range of scenarios and best practices related to communication and giving feedback.
