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

Spread the Word

Share on email
Share on facebook
Share on twitter
Share on linkedin

Recent Post

Contact Us to Learn How We Can Give You the Power to Do More!

We’d love to discuss how we can help you achieve your dream for a more profitable and secure future.

Scroll to Top