Tag Archives: Virtual Programing

End of Year Financial & Estate Planning + Proposition 19

FLASH UPDATE


Find out what strategies you need to consider for transferring wealth before the transfer tax exemption is reduced. Plus…learn how the passing of Prop 19 might affect your financial plans.
Join FBC Board Member Gina Lera, Attorney at Lera Tiberini PC as she presents important information on the best wealth transfer strategies and what you need to do to prepare for potential changes in federal estate and gift law.

Elections have consequences. What do they mean for you and your family business?

In FBC’s Post Election Roundtable Discussion that took place on November 5, 2020, the expert panel assessed the potential economic outcomes of the presidential and congressional elections. With less than two months until year-end, what can family enterprises still do to affect business and personal year-end tax and wealth planning? Watch the recording to learn more.


CARES ACT Paycheck Protection Program (PPP)

FLASH UPDATE


Over the past several months we’ve brought you Paycheck Protection Program webinars Part I and Part II  and Part III to help you navigate the PPP program and make informed decisions.  Riley Gardner, River City Bank and Ben Brown, B|F|B|A| have teamed up once again to bring you the most current update. They answer a variety of questions during the webinar and help provide clarity while you prepare to fill out the necessary forgiveness forms.

This webinar covers:
  • Loan forgiveness application instructions
  • Changes, adjustments, and new information regarding forgiveness
  • Step by step details on how to accurately make your calculations

Now it is more important than ever to reinforce your company culture, keep employees engaged, and expand your productivity capabilities within your family business. Watch this recorded session featuring FBC Technical Advisor Member and HR expert Kim Silvers, president of Silvers HR, as she leads a panel discussion focusing on finding out how other family businesses have navigated the evolving workplace, what new programs and protocols they have implemented, and what their vision is of the future of company culture and employee engagement. Member panelists include Sierra Nevada Brewing Co., Pacific Coast Building Products, DJA Properties, and Hogan Mfg., Inc.


 

Hear from our panel of business leaders as they share their insights and experiences in bringing employees, vendors, and the public back to business. They will detail the steps used to create a safe work environment, the psychological hurdles, the physical preparations, communication tools, and dealing with employees who don’t want to return. Our panel of experts will share their first hand “stories from the front lines” as businesses open up. Learn from their experiences and gain the knowledge to reopen successfully and safely.

P R E S E N T E D   B Y :


Kim Silvers, President
Silvers HR Fall Family Business Forum: The Evolving Workplace
Sherry Smiley, Chief Talent Officer
Anthony Poston, ARM AIM, CEO
Katina Rapton, General Manager
Lizbeth West, Shareholder

CARES ACT Paycheck Protection Program (PPP)

The Forgiveness Application

Last month we brought you Paycheck Protection Program webinars Part I and Part II  to help you navigate the program and make informed decisions. Now the SBA has released the Loan Forgiveness Application along with new information regarding the changes/clarifications included in the new application document. Mr. Gardner and Mr. Brown team up once again to bring you the most current update.  They answer your questions during the webinar and help provide clarity while you prepare to fill out the necessary forgiveness forms.

This webinar covers:
  • Loan forgiveness application instructions
  • Changes, adjustments and new information regarding forgiveness
  • Step by step details on how to accurately make your calculations
  • Many specific questions answered regarding unique situations

Presented by:


Riley Gardner, Senior Credit Analyst, River City Bank
Ben Brown, CPA, B|F|B|A

Peeking into the Future, What Can We Expect in a POST COVID-19 Environment?

Between sheltering-in-place, working from home, Telemed, and online campuses, there is no doubt that we are experiencing some deep behavioral changes throughout society. But what are the lasting or not yet manifest behavioral changes which will have long-term systemic effects in our future?  In this webinar, you will hear from a few forward-thinking leaders in education, architectural design, and the Greater Sacramento Economic Council to peak into a post COVID-19 environment.

This webinar covers:
  • What are the likely long term systemic changes as a result of COVID-19 in the Northern California region?
  • How will these changes impact how we live, work, and stay safe?
  • What is the future of the workplace and higher education?
Dr. Brian King, Chancellor
Scott Powell, SVP
Naaz Alikhan CID, LEED AP Principal
Curt Rocca, Managing Partner

Tips and information on estate planning. Now is a good time to review your estate plan and give thought to any needed updates. A comprehensive, complete estate plan is a gift to yourself and to your family and loved ones. As an owner of a family business, your advance planning also impacts and benefits your employees.

This webinar covers:
  • Immediate steps you can take to benefit your family and enhance your estate plan
  • The key documents you want to have in place to protect yourself and your loved ones
  • New features that could improve your revocable living trust agreement
  • How to coordinate your estate plan with your business succession plan
  • Specific logistical challenges occurring now and how to address them
Kay Brooks, Weintraub Tobin
Allison Pedrazzi, Weintraub Tobin

Did you apply and take advantage of the CARES Act Paycheck Protection Program? Now, it’s time to make sure that the money you used to keep your employees paid is forgiven.

Earlier this month we brought you Part 1 of the Paycheck Protection Program Webinar that was presented by Riley Gardner, River City Bank. Mr. Gardner clarified details about the program in regards to what is available to your company, details on terms and loan forgiveness, and how to apply.  Now Mr. Gardner teamed up with Ben Brown, CPA from B|F|B|A and presented details and information on what steps you need to do, track and take, in order to achieve maximum forgiveness. Over 80 questions were answered on this webinar!

This webinar covers:
  • What qualifies for forgiveness
  • How do you track headcount and make adjustments
  • How to manage and document the funds for reporting
Riley Gardner, Senior Credit Analyst, River City Bank
Ben Brown, CPA, Managing Partner, B|F|B|A
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