Tax Strategies for Optimal Financial Planning

February 24, 2022
Featuring: Cg’s Don Cowan and Michael DeMola, and UBS Financial Service’s Gabe Lavigne

Tax efficient strategies to structure investments effectively, including how and when to use mutual funds, ETFs, or single securities. Also covers methods to approach minimizing capital gains, dividend, and interest income, and will focus on the tax-free income landscape with the use of certain financial vehicles to defer and/or minimize taxes.

Protect Your Prosperity: Increase Wealth & Lower Taxable Income With Insurance Strategies & Profit-Sharing Plans

January 12, 2022
Featuring: UBS Financial Service’s Gabe Lavigne, and Cg’s Don Cowan and Michael DeMola

While you’re in the process of generating wealth and earning assets, it’s essential to ensure you’re set to preserve them. Protect your prosperity now, and for the road ahead. Learn how to use insurance strategies and profit-sharing plans to increase wealth and lower taxable income.

Intro to Crowd Funding

September 16, 2021
Featuring: Christopher Frey, Founder & President, Crowd Funding NJ, Inc.

The concept of crowdfunding presents a significant opportunity for New Jersey residents and businesses. Christopher Frey provides an introduction to crowdfunding discussing the parameters, the process, which businesses/industries can use it, short and long-term benefits, as well as potential risks.

Understanding Blockchain, Cryptocurrency & Business

July 14, 2021 at 9:00 am
Featuring: ProfitLinq’s Anna Masker and Mel Comer

Blockchain technology made its mark on individuals and in the business sector. Question is – what does it all mean for the future and what do we need to know about it right now? Whether you’re already navigating the world of cryptocurrency or want to learn more, we have you covered. Anna Masker and Mel Comer, Partners at ProfitLinq, break down blockchain and dissect the different areas of cryptocurrency.

Getting Ready to Exit

June 8, 2021
Featuring: Joe Worth, Partner, B2B CFO^®

Do you have an exit strategy for your business? If the past year and a half taught us anything, it’s to plan ahead, because you never know what the future has in store. If you’re contemplating an eventual sale or transfer of ownership, or even if you’re not quite there yet, there are a few things you need to consider. Joe Worth, Partner at B2B CFO^® discusses these key considerations during an abridged version of the widely-successful The Business Sale Solution^TM, a must have-resource for any CEO or business owner.

What’s Happening in New Jersey? An Economic Analysis of NJ’s Business Climate

May 12, 2021
Featuring: Thomas Bracken, President & CEO, New Jersey Chamber of Commerce

It’s apparent that the COVID-19 pandemic had a profound impact on our state and its economy, but between demographics, assets, and location – New Jersey still has a lot of potential. Tom will discuss the important issues impacting New Jersey’s business community, as well as resources that can benefit the state economy and provide more certainty moving forward. We’ll find out where we were, where we are, and where we’re going.

The Vaccine, the FFCRA, and Other Fun COVID Topics

April 8, 2021
Featuring: Kluger Healey, LLC’s Mark Kluger and Bill Healey

The coronavirus pandemic continues to challenge businesses, managers, employees, and customers in ways that very few could have anticipated. Kluger Healey, LLC’s Mark Kluger and Bill Healey address the continued employment law impacts of COVID-19, with special attention on the vaccine issue and the extended FFCRA.

Essential Insight into Buying a Business

March 17, 2021
Featuring: Lomurro Law’s Eric Lubin, and Cg’s Don Cowan and Michael DeMola

The purchase of a company can be a great opportunity, but there is much to consider and learn before signing a contract. Your due diligence now can save you many headaches down the road. Elements like financial data, organizational structure, and company assets – just to name a few – all come into play in determining your future profitability and growth potential. This webinar provides critical insight into the world of the business buyer including reasons to buy, types of buyers (and sellers), financials, legal parameters, unrealized tax implications, and more.

Safely Selling Your Business

February 11, 2021
Featuring: Lomurro Law’s Eric Lubin, and Cg’s Don Cowan and Michael DeMola

The sale of any business is a complex endeavor that requires careful planning and many considerations. Your potential profit depends on the business structure, reasons for selling, company operations, timing, and more. This webinar provides the crucial information you need to have when preparing to sell your business including financials, company valuation, succession planning and exit strategies, as well as legal aspects to consider.

COVID-19 Relief Bill: What’s New & What It Means For You

January 20, 2021
Featuring: Cg’s Don Cowan and Michael DeMola

Congress recently passed a new COVID-19 Aid Package enhancing and extending several key provisions of the CARES Act to deal with the financial crisis brought on by the ongoing coronavirus pandemic. Cg’s Don Cowan and Michael DeMola discuss the key elements of the new stimulus package.

The Most Effective Business Structure

January 14, 2021
Featuring: Lomurro Law’s Eric Lubin, and Cg’s Don Cowan and Michael DeMola

When starting a new business, it’s important to establish the most effective form of business entity for your company. Between S Corps, C Corps, Partnerships, and LLCs – to name a few – it’s imperative to choose a business structure that offers you liability protection, tax savings, and other key benefits. This webinar will feature various types of business entities, which is the best for your business structure, and how to avoid potential pitfalls.

NONPROFIT PPP LOANS: IMPACT ON ACCOUNTING POLICY & FINANCIAL STATEMENTS

December 8, 2020
Featuring: Cg’s Carol Egan and Stephen Reed

The COVID-19 pandemic has placed much stress on the nonprofit industry with many utilizing the Paycheck Protection Program (PPP) for financial relief. While loan forgiveness is certainly important, it is imperative not to overlook the PPP’s impact on nonprofit accounting policies and financial statements.

POST-ELECTION TAX STRATEGIES

November 18, 2020
Featuring: Cg’s Don Cowan and Michael DeMola

Cg’s Don Cowan and Michael DeMola discuss important post-election tax strategies and considerations to help you navigate the road ahead. They’ll tackle potential tax legislation changes, planning for these potential changes, and how to use these strategies to maximize profitability for you and your business.

A Guide to Reopening the Workplace

September 2, 2020
Featuring: Cg’s Don Cowan and Wilentz, Goldman & Spitzer, P.A.’s Tracy Armstrong

This webinar discusses innovative and practical solutions to manage the risks of returning to work during the COVID-19 pandemic, how to properly navigate new COVID-19 employment issues, and how to build a successful return to work plan.

Digital Marketing Through a Crisis

August 27, 2020
Featuring: Cg’s Danielle Bagdzinski and Single Throw Marketing’s Larry Bailin

The COVID-19 pandemic directly affects the way we do business and the way we communicate. This webinar features key information and innovative methods to maximize your business’s social media, digital and web presence.

The Impact of Spending Your PPP Loan

June 16, 2020
Featuring: Cg’s Don Cowan, Michael DeMola and Kevin Zidlick

This webinar focuses discusses the parameters surround Paycheck Protection Program loans and provides a walkthrough of Cg’s PPP Loan Forgiveness Calculator Template.

NONPROFITS BEWARE: Pitfalls of the Paycheck Protection Program

May 8, 2020
Featuring: Cg’s Don Cowan, Carol Egan and Stephen Reed

Many nonprofits are directly affected by the coronavirus pandemic and its economic uncertainty. This webinar focuses on the many intricacies of the Paycheck Protection Program and potential pitfalls that may have you returning a significant portion of loan money.