Registration for this event has closed, but walk-ins are welcome.
William E. Hesch, Esq., CPA, PFS
Amy E. Pennekamp, Esq.
Benefits of Attending the Workshop:
- Identify action steps for your business which become your 2014 road map for success!
- Learn how to save taxes in 2014.
- Protect the value of your business and its long-term success.
- Avoid major business problems that would arise if you died or became disabled.
- Get answers to all of your questions at the workshop. Forward your questions to Bill prior to the workshop!
- All attendees receive a one-hour complimentary follow-up consultation with Bill.
8:00 am
Session 1: Tax Planning
- 2014 Tax Law Changes
- S-Election Planning
- Retirement Plan Options
- Surviving an IRS Audit
- Health Care Reform Tax Provisions Beginning in 2014
9:00 am
Session 2: Succession Planning
- Avoiding the Common Mistakes Business Owners Face Upon:
- Death
- Disability
- Retirement
- Secrets For a Successful Business Plan
10:00 am
Session 3: Estate Planning
- Top 10 Common Mistakes Most Estate Plans Do Not Avoid
- Top 5 Reasons Why You May Need a Trust in Your Estate Plan
- Medicaid/Elder Law Planning For Baby Boomers and Their Aging Parents
8:00 am – 11:00 am
Registration, continental breakfast, and networking begins at 7:30 am
This is a special event created by a member of the Northern Kentucky Chamber of Commerce. To present your own event on this calendar, please call 859.578.8800.