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Real Asset Investing- Making Smart Decisions with Lasting Impact
In this seminar, Dave Zook will break down age-old myths about taxes, how to invest strategically and how to use the current tax law to benefit you and your business.
Caleb oversees the business tax department at McClarigan CPAs & Advisors. He works as a trusted business advisor for many exceptional clients and specializes in advanced tax planning involving cost segre-gation study analysis, the utilization of micro-captive insurance com-panies, accounting method optimization, and so on. He is experienced as a business valuation analyst valuing companies for mergers and acquisitions, exit strategy planning, and estate and gift tax planning. He is also very experienced with the preparation and audit of financial statements and individual and business tax return preparation and compliance.
Strategic Investing to Change Your World
1. Invest in Your Business and Yourself. – Rob Marchalonis
2. Tax efficient investing. – Dave Zook
2022-Leadership Summit | Adapting and Relating with Luke Keupfer and Dave Kauffman
Please note this is a All-day event; January 13th 2022
Learning Outcomes:
- Learn to adapt & relate to the different personalities and generations at work.
- Embrace the strengths of each personality and learn how to leverage them for greater success at work.
- Apply your understanding of the different personalities to enchance
workplace unity and minimize conflict.
- Understand the distinctions between each generation and value their strengths, from Traditionalists & Baby Boomers to Generations X, Y, & Z.
- Explore how the need for speed, social networking, and collabration all play into working with younger generations.
- Take your new learning back home and begin relating better with your spouse and teenagers.
Winning at Customer Service – Luke Kuepfer
Luke Kuepfer will be presenting his brand new seminar on key customer service principals, giving you the knowledge and power for providing exceptional service, while learning how to build, retain and grow relationships with your customers.
Topics include:
• Understanding customer expectations• The power of apology, authenticity, positivity, consistency, and
simplicity in customer relationships• Applying the HEARD technique in customer service
• Relating with empathy—capitalizing on feelings more than facts
• How to keep disagreements from becoming arguments