PRESENTATIONS
PANEL DISCUSSION IMPROVING THE HEALTH OF YOUR BUSINESS
June 22, 2022 / Art League of Long Island
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​Different types of Trademarks
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The benefits of a Trademark for your business
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A Trademark is an asset that will increase over time
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Different types of insurance to protect your business
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Business insurances that are required, recommended, and WHY?
SUCCESSION PLANNING
CREATING YOUR EXIT STRATEGY
May 4, 2022 / The Muttontown Club
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Determine what makes your business valuable to a prospective purchaser.
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Create a business strategy focused on making your business attractive to a future purchaser.
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Secure key employees, suppliers, and customers.
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Understand and select the method of sale or transfer that provides the maximum benefit.
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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
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Are your organizational documents, contracts and company policies current?
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Is your “Brand” protected?
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Do you have proper hiring, on-boarding and terminating procedures?
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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
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​What is a 1031 exchange and advantage of utilizing it
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Strategies to complete a 1031 exchange
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Proposed changes to the law affecting 1031 exchanges
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How a 1035 (life insurance) exchange may reduce tax liability.