Exit Planning Institute (Pittsburgh Chapter)

Duquesne Club 325 Sixth Avenue, Pittsburgh, PA, United States

Selling Your Business After the Pandemic Attend this session to hear our panel of experts discuss how the M&A market has evolved over the last 18 months and what it takes to get a deal done in this new ever-changing environment. Small and middle-market businesses continue to be sold, and the market for good deals […]

$50

2021 CPE DAY – A&A UPDATE

Webinar PA, United States

This webinar will provide an overview of recent and upcoming changes to accounting standards and regulations. Attendees can earn one hour of A&A CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required. Click here to register for […]

2021 CPE DAY – ESOPS IN 2021

Webinar PA, United States

Employee Stock Ownership Plans (ESOPs) provide numerous benefits for many privately held companies, so, why aren’t more business owners taking advantage of this exit planning opportunity? This webinar gives business owners and their management teams an opportunity to learn more. Attendees can earn one hour of  “Other” CPE credit for this program, which will be […]

2021 CPE DAY – RPA IN AUDITING

Webinar PA, United States

Auditors need to rethink methods and leverage newer technology to increase efficiency and effectiveness and improve the audit process. Robotic process automation (RPA) software interacts with other application software and is used to automate processes that are structured, rule based, and repetitive. Learn more in this webcast. Attendees can earn one hour of A&A CPE […]

2021 CPE DAY – TAKING YOUR TIME (ETHICS)

Webinar PA, United States

It is a truism that we don’t have enough time to accomplish all that we need to do. If our time is limited, then the decisions about how we spend our time are ethical decisions. Making good, ethical choices often requires us to pause, reflect, consider many sides ‒ in short, to take our time. […]

2021 CPE DAY – DEFINED CONTRIBUTION PLAN STRATEGIES

Webinar PA, United States

This presentation will discuss strategies and options for employers with defined contribution plans. Learn more about the triple stack match, sandwich safe harbor, and cross-tested features. Attendees can earn one hour of “Other”  CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to […]

2021 CPE DAY – PANDEMIC TAX RELIEF (PPP & ERC)

Webinar PA, United States

This presentation will review two major federal COVID-relief programs, the Paycheck Protection Program (PPP), and the Employee Retention Credit (ERC). It is important to understand the details of each initiative and how they can be used together to maximize the available tax benefits. Attendees can earn one hour of Tax CPE credit for this program, which will be […]

2021 CPE DAY – TAX LEGISLATION UPDATE

Webinar PA, United States

Numerous pieces of tax legislation are currently working their way through Congress and are expected to be enacted by the end of 2021. Many of the anticipated changes could be substantial and far-reaching. This presentation will include updates on what to expect regarding increases in corporate, individual and capital gains tax rates; international taxation; tax […]

2021 CPE DAY – BLOCKCHAIN & CRYPTOCURRENCY

Webinar PA, United States

Blockchain technology, like that used in Bitcoin, is a method for "decentralized recordkeeping." That is a novel and unusual idea. Focusing on Bitcoin as a use-case example is helpful since we can evaluate whether it can replace "money." Then we can turn and consider if there is a more general/interesting/valuable use for this technology. Bryan Routledge, Associate Professor […]

Exit Planning Institute (Pittsburgh Chapter)

Duquesne Club 325 Sixth Avenue, Pittsburgh, PA, United States

Fireside Chat With Family Business Leader, Dawn Fuchs Coleman Dawn Fuchs Coleman is the current owner of We Guide You Grow. Prior to this company, she was leading her family’s business Weavertown Environmental Group. Dawn successfully led her family through a transition of ownership in late 2015. Since the sale of her family’s business, she […]

$50

Exit Planning Institute (Pittsburgh Chapter)

Duquesne Club 325 Sixth Avenue, Pittsburgh, PA, United States

Fireside Chat with Rob Carskadden of 3 Rivers Capital Thursday, March 17, 2022 - 7:30-9:30 am Registration and networking begins at 7:30. Panel discussion from 8:00-9:30. CLICK HERE to register When there is a lot of noise in the marketplace it helps to have a solid process that gives an entrepreneur insight into when they […]

$50

Exit Planning Institute (Pittsburgh Chapter)

Duquesne Club 325 Sixth Avenue, Pittsburgh, PA, United States

Fireside Chat with Mona Pappafava-Ray We are continuing our trend of bringing high level family business leaders to share their experiences and stories with the chapter. Mona will be sharing the history of her family’s business, how she revamped the company and pivoted from a manufacturer of semi-finished tooling to a leading producer of finished […]

$50