During this seminar moderator Jim DeLeo and presenters Kelly Berardi, Derek Rawls, Brad Carlson, Bryan Pearce, and Jenna Rice of Gray, Gray & Gray, LLP; and Justin Klunder of Gray Private Wealth, LLC, guide you through these essential topics:
- How to build efficiencies and security in working remotely
- Maximizing the value of your PPP loan
- Impact of the Presidential election on business and finance
- Predictions on potential tax legislation – both federal and state – and how to plan for it
- Year end tax planning essentials
- Making your investment strategy more resilient
- Know your numbers – accessing critical financial information quickly and accurately
- The critical importance of strategic planning for your business
- Customer relationships
- Team building
- Supply chain management
- Operational efficiencies
- Cash flow and liquidity imperatives