Virtual Year-End Planning Seminar 2020 Form

During this seminar moderator Jim DeLeo and presenters Kelly BerardiDerek RawlsBrad CarlsonBryan 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

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