Check-in and enjoy a light breakfast while connecting with fellow attendees.
9:00 - 9:15 AM
Welcome
Kick off the day with an introduction to the conference goals, schedule, and a brief overview of the day's speakers and workshops.
9:15 - 10:00 AM
Opening Keynote Speaker
Scott Bushkie
Update on the M&A Market & How You can Benefit from the Current Trends
10:00 - 10:30 AM
Panel Discussion with Workshop Presenters
Workshop Session 1 Presenters: Guy Baker, Wes Sierk, Kelly Smith & Rich Coffin
10:45 - 11:30 AM
Workshop Session 1
Topic A: Captive 831B Speaker: Wes Sierk Topic B: ESOP’s – “The New Era of ESOP’s” Speaker: Kelly Smith & Rich Coffin Topic C: Capital Split Dollar- “Using Split Dollar to Solve Fund Insurance Needs” Speaker: Guy Baker
11:30 AM - 12:30 PM
Lunch and Networking
12:30 - 1:00 PM
Panel Discussion with Workshop Presenters
Workshop Session 2 Presenters: Scott Bushkie, Tom Worthington, Joe Strazzeri
1:15 - 2:00 PM
Workshop Session 2
Topic A: Private Party Sale Speaker: Scott Bushkie Title: Starting the Conversation Topic B: Cash Balance Plans Speaker: Tom Worthington Topic C: “Advanced Tax Planning: Timing, Combining, and Sequencing” Speaker: Joe Strazzeri
2:15 - 2:45 PM
Panel Discussion with Workshop Presenters
Workshop Session 3 Presenters: Gobind Sahney, Jeff Darling, Janise Graham
3:00 - 3:45 PM
Workshop Session 3
Topic A: PPLI Speaker: Gobind Sahney Topic B: Cost Segregation – “Unlocking Wealth with Tax Optimization” Speaker: Jeff Darling Topic C: Unlocking the Potential of Women-Owned Businesses in Your Practice Speaker: Janise Graham
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