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PRESENTATIONS

PANEL DISCUSSION IMPROVING THE HEALTH OF YOUR BUSINESS

June 22, 2022 / Art League of Long Island

  • Different types of Trademarks

  • The benefits of a Trademark for your business

  • A Trademark is an asset that will increase over time

  • Different types of insurance to protect your business

  • Business insurances that are required, recommended, and WHY?

SUCCESSION PLANNING
CREATING YOUR EXIT STRATEGY

May 4, 2022 / The Muttontown Club

  • Determine what makes your business valuable to a prospective purchaser.

  • Create a business strategy focused on making your business attractive to a future purchaser.

  • Secure key employees, suppliers, and customers.

  • Understand and select the method of sale or transfer that provides the maximum benefit.

  • How a 1035 (life insurance) exchange may reduce tax liability.

PANEL DISCUSSION IMPROVING THE HEALTH OF YOUR BUSINESS

March 11, 2022 / Art League of Long Island

  • Are your organizational documents, contracts and company policies current?

  • Is your “Brand” protected?

  • Do you have proper hiring, on-boarding and terminating procedures?

  • Is your Employee Handbook current? Do you need one?

MAXIMIZING TAX ADVANTAGES OF A 1031 AND 1035 LIKE-KIND EXCHANGES

November 18, 2021 / The Muttontown Club

  • What is a 1031 exchange and advantage of utilizing it

  • Strategies to complete a 1031 exchange

  • Proposed changes to the law affecting 1031 exchanges

  • How a 1035 (life insurance) exchange may reduce tax liability.

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