Gene Marks

Strategies and Tips For Reducing Your Corporate and Individual Tax Expense.

 Whether you’re 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. 

Both the 2017 Tax Reform bill and recent legislation like the Inflation Reduction Act 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

Currently a $1.5 trillion market, the cyber crime economy continues to grow. Is your business prepared with the security it needs to protect against a cyber attack? In 2023, the workforce is more virtual than ever, making cybersecurity a priority for every business.the years to come.

Join nationally recognized technology columnist for Forbes, best-selling author, and technology consultant Gene Marks for a fast paced, entertaining and data filled presentation where he will share with you advice, lessons and actions to position your company for security in the years to come. During this lively presentation Gene will cover the following topics:

• A look at how cybersecurity has changed during the pandemic and why cyber attacks are increasingly on the rise.

• The biggest and latest threats in 2023 that business owners are facing in this new hybrid, virtual world such as ransomware, phishing/ SMiShing, Internet of Things, and reputation implications.

• How business owners can protect themselves, their business, and employees through training, security software, password management, multi-factor authentication, backups, VPN, managed

• The importance of employee training: The biggest cause of data breaches and malware attacks is employee error. And the biggest reason why so many employees are making errors is because they’re not satisfactorily trained.

• The new and latest software technologies that your business can begin implementing and investing in today to ensure security for your entire business for the future.

• Workspace collaboration tools to migrate and manage all your business data in one secure place and more.

The Midterms are over. Inflation remains sticky. Labor is still in short supply. AI is taking over the world and succession planning is now a bigger challenge. What’s next for your business? What are other businesses doing to navigate their ways towards growth and profitability in 2024 and beyond? How are they attracting and retaining talent? What technologies are they investing in? What are you now to build value in your business for future generations...or buyers? How will regulations from DC and your state impact your business and what steps should you be taking now to prepare yourself?

During this fast paced, entertaining and extremely valuable discussion, Gene will go over real life, feet-on-the-ground strategies and tactics that smart leaders are using to navigate their way through the new political environment and the current economic slowdown and position their companies for future growth. During this presentation, Gene will cover some of these topics:

• An update on congressional initiatives that will impact your industry;

• Strategies smart companies are using this year to navigate inflation and supply chain issues;

• Tactics that forward-thinking leaders are using to not only retain their best employees during a downturn but to attract new talent;

• A look at a few little known metrics that give the best indication of our economic future;

• Cash flow moves managers are making now to ensure they have adequate reserves for the downturn;

• The latest technologies that are attracting investments from small and mid-sized companies and which are helping to keep overhead low and profits growing;

• How smart businesses are saving money even as healthcare costs rise.