Smart Strategies for You and Your Business

March 25, 2021
Exit Planning Institute: Greater Philadelphia Chapter

As we approach the end of the first quarter, and enter the height of tax season, many entrepreneurs find themselves taking a deep dive into the numbers.  In managing quarter-to-quarter P&L’s, quantifying tax bills, and allocating for capital expenditures,  strategic planning often gets pushed to the back burner.

It’s time to bring that long-term planning to the forefront and examine actionable strategies for you and your business.

Come and listen to our expert panel of advisors, with deep experience advising entrepreneurs and their families, to learn how to optimize your strategic plan for 2021 and beyond.

Learning Objectives:

Business planning – Have you recently examined your succession plan, buy/sell agreement, or corporate structure?

Financial planning – Are you on track for retirement? What role does your business play in your financial plan?

Estate planning – When was the last time you update your will? How does it coordinate with your business succession plan?

Tax planning – Have you worked with your accountant to review recent legislation and identify tax saving opportunities?

Moderator: Matthew Lang, CFP®, CEPA | Vice President – Wealth Management| UBS Financial Services Inc.

Steve Staugaitis, CPA | Director, Audit & Accounting | Kreischer Miller

Matthew Levitsky | Partner – Trusts & Estates  | Fox Rothschild LLP

Charles R. Kedra, CFP®, CEPA®  | Wealth Advisor | FPA Wealth Management

Cheyenne Bennett  | Leadership & Talent Coach | Compass Point Consulting, LLC