SESSION TOPICS
Federal and State Tax Policy Outlook Angela Qian , Chris Haas , Barbara Ashorn and Rolando Garcia – Doeren Mayhew With a new administration settled in the White House , how can businesses prepare for the highly anticipated tax changes on the horizon ? States across the nation continue expanding the scope of existing taxes as well as creating new taxes , increasing the potential tax exposure for business owners . Doeren Mayhew ’ s tax advisors will provide an overview of the latest and proposed tax changes , what ’ s in store for the future of U . S . tax policy and key state tax law changes business should be aware of to help develop mitigation strategies .
CFO Roundtable : Managing Your Business Through Unexpected Challenges
Moderator : Juan Padilla – Doeren Mayhew Alan Gahm – Ascend Performance Materials , Eric Khan – PNC , Michelle Garrison – GETIX Health , Debbie Clark – Girl Scouts of San Jacinto Council , Dean Anderson – Lexitas The ongoing pandemic among other market factors continue to change how businesses manage operations , but minimizing the financial impact is key when overcoming disruptions in today ’ s fluid environment . In this session , panelists will explore lessons learned through unexpected business challenges and share ideas to help manage future disruptions , including working capital and cash-flow management , financial pitfalls to avoid and more .
Workforce Trends and Strategies in Today ’ s Business Environment
Moderator : Adam Fineberg – USI Kati Greenall – Airswift , Kathy Eberwein – The Global Edge Consultants , John Allen – G & A Partners The COVID-19 global pandemic forced many employers to rethink how they recruit and retain top talent for their organizations . Hear firsthand from leaders in the workforce solutions industry who will share how to manage today ’ s workforce in a remote environment , ways to scale your business , strategies to help attract qualified talent and retain current employees , and much more .
From Owner to Seller – Key Areas to Consider in Your Exit Planning Journey
Brian Nolan – Doeren Mayhew Capital Advisors , Brian Thomas – PNC Wealth Management , Shelley Kessler – Doeren Mayhew Selling your business is a significant milestone for any business owner , which is why adequate planning is essential to ensure maximum value . Gain insight into key areas business owners should consider in their exit planning journey , including how to prepare a business sale , options to explore when building your estate and strategies to preserve your wealth following your exit .
Tools of the Trade : Trends and Tips to Maximize Your Trade Activity
Rolando Garcia – Doeren Mayhew , Ricardo Arias – Port of Houston Houston is already home to one of the largest international trading hubs , and the Houston Ship Channel ’ s Project 11 expansion is expected to fuel even more revenue and growth opportunity for our local economy . In this session , attendees will hear from industry experts who will share trade trends and activity impacting our local market , plus explore ideas to optimize your business ’ trade activity and supply chain management , offer tax considerations for foreign trade and more .
U . S . Economic Update and Future Outlook Gus Faucher – PNC Expanded government aid and increased consumer spending are among significant factors currently fueling growth in the U . S . market , but how does pending legislature and the resurgence in COVID-19 impact the future outlook ? PNC ’ s Chief Economist Gus Faucher will share further insight into current economic trends as well as factors to consider , plus provide a future outlook for what ’ s ahead . Faucher is frequently cited among notable national publications and media outlets , and is regularly featured on CNBC , CNN and Fox Business .
Mitigating Cyber Risks in a Remote Work Environment
Brad Atkin – Doeren Mayhew , Peter Thomas – Blue Lance , Inc ., George Crawford – Catapult Energy Services With several organizations continuing to work primarily in a remote environment and hackers getting more creative in their scamming techniques , maintaining a secure cybersecurity infrastructure has become increasingly challenging . Gain insight from cybersecurity experts who will share real-life examples of some of the costliest cyber incidents and why it ’ s important for organizations to have the right technology and data security in place now more than ever .
Year-End Tax Tips , Tools and Traps Rolando Garcia and Ugo Onwudiegwu – Doeren Mayhew There ’ s still to time to make the most of current tax laws and savings opportunities before 2021 comes to a close ! Hear from Doeren Mayhew ’ s tax advisors who will share hot tax tips and tools to consider , including year-end tax planning opportunities , such as extended tax credits and incentives expected to sunset this year , tax-smart gifting to minimize your estate and more . Plus , they will discuss trending tax traps to help minimize your overall tax exposure .
The Future of U . S . Healthcare and What It Means to Employers
Adam Fineberg – USI What ’ s past is prologue when it comes to future of the U . S . healthcare system , and the looming question among several employers is how this will impact my business and employees overall ? In this session , USI ’ s Adam Fineberg will further explore economic factors impacting our current healthcare system as well as future indicators , including single-payer health coverage , the roles hospitals will play , the “ more drugs , more claims ” theory and technology ’ s role in the industry – hello , Dr . Alexa !