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AGENDA:
REGISTRATION & BREAKFAST - 8:00 - 8:30 A.M.
WELCOME REMARKS - 8:30 - 8:45 A.M.
PRACTICAL ASPECTS OF BUSINESS SUCCESSION - 8:45 - 9:15 A.M.
- Understanding the Generational Issues
- Funding the Business Succession Plan
- Maintaining Flexibility
- Avoiding the Hidden Traps
FINANCING OPTIONS FOR YOUR BUSINESS - 9:15 - 9:45 A.M.
Robert D. Poyer & Carrie J. Pollak
- Economics of Certifying as a Women or Minority Owned Business Enterprise
- Funding Options for Startups and Mature Businesses
BREAK - 9:45 – 10:00 A.M.
EMPLOYMENT LAW COMPLIANCE - 10:00 - 10:30 A.M.
Whitney M. Kummerow
- Applicable Laws
- Rapidly Evolving Regulatory Environment
- Requirements for the Majority of Small Businesses
ESTATE, TAX & BUSINESS PLANNING CONCEPTS - 10:30 - 11:30 A.M
Jaime J. Hunsicker & Marion Hancock Fish
- Estate and Business Succession Planning Overview
- Tax Considerations and Planning Concepts
GENERAL Q&A SESSION & CLOSING REMARKS - 11:30 A.M. - 12:00 P.M.
CLE and CPE credit pending approval. Breakfast will be served.
Space is limited. Please register by October 3. RSVP to
lbantel@hancocklaw.com
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