EGIA
Building Value: 2024 Tax Strategies

Tuesday, April 23

Virtual Event

Agenda

This workshop qualifies for 2.5 CEU credits

1:00PM - 3:30PM EASTERN (10:00AM - 12:30PM PACIFIC)

Building Value: 2024 Tax Strategies

Whether you are a financial person or not, this presentation is critical for your business. Why? Because taxes represent the biggest expense, you have in your organization and personally. Minimizing your tax expense will free up capital to invest, hire and save. Knowing the tax breaks and incentives that you can use will help you defer the costs of bringing on great people and growing your business. The Inflation Reduction Act and other recent legislation include significant provisions that have a material impact on your business — and personal life too. But that’s just the beginning! You don’t need to be a financial expert to understand all the ins and outs of tax legislation. You just need to know the issues and questions to ask your accountant. That’s the objective of this presentation.

Join author, columnist and CPA Gene Marks for a fast paced, entertaining but very detailed discussion of how tax reform will affect you, your company and your employees. During this lively presentation, Gene will cover the following topics:

  • The organizational structure that’s right for your business
  • COVID stimulus tax breaks that are still applicable today
  • New energy efficiency and vehicle tax credits to leverage in your business and personally
  • Moves to lower taxes on your compensation
  • Property and equipment investments that qualify for tax breaks
  • Special employee related credits to help reduce the costs of compensation and benefit plans, including healthcare
  • An update on tax rates, rules and strategies for your company’s retirement plans
  • Tax considerations when exiting your business
  • Key questions you should be asking your accountant

Presenter

Speaker Marks

Gene Marks
Speaker, Author, CPA, Business Owner and National Business Columnist

A past columnist for both The New York Times and The Washington Post, Gene now writes regularly for The Hill, The Philadelphia Inquirer, Forbes, Entrepreneur, The Washington Times, and The Guardian.

Gene is a best-selling author and has written 5 books on business management, specifically geared towards small and medium sized companies. His most recent is Want More Cash? 100+ Ideas And Strategies For Increasing Your Company’s Cash Flow This Year.

Nationally, Gene appears regularly on Fox Business, MSNBC, as well as CBS Eye on the World with John Batchelor and SiriusXM’s Wharton Business Channel where he talks about the financial, economic and technology issues that affect business leaders today.

Through his keynotes and breakout sessions, Gene helps business owners, executives and managers understand the political, economic and technological trends that will affect their companies and—most importantly—the actions they can take to continue to grow and profit.

Gene owns and operates the Marks Group PC, a highly successful ten-person firm that provides technology and consulting services to small and medium sized businesses.

Prior to starting the Marks Group PC Gene, a Certified Public Accountant, spent nine years in the entrepreneurial services arm of the international consulting firm KPMG in Philadelphia where he was a Senior Manager.

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