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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
