CBSA e-Training Webinars

Upcoming Webinar

We are currently scheduling webinars for 2020. If you or someone at your company is interested in presenting, please contact Courtney Karr.

The Pandemic and New Estate Tax Law: Assuring the Successful Continuation of Your Company 

Wednesday, September 16, 2020
10:00 a.m.-11:00 a.m. CDT



In understandable language, business owners will learn about the tools and strategies needed for business succession, wealth preservation and the eventual transition of assets. Typically, as business owners become more successful, they also become more vulnerable. This webinar discusses techniques to combat those vulnerabilities and assure that the successful business remains just that – successful! You will learn:

• Why successful businesses can fail
• The importance of coordinating estate plans with succession plans
• Addressing active vs. inactive children in a family business
• Liquidity issues
• Valuation methodologies that will satisfy the IRS while lowering the tax bill
• The proper type of buy-sell agreements that allow for maximum tax savings
• Insurance funding mistakes that often result in millions of dollars in taxes that could have been legally avoided

The webinar wraps up with a real-life family business case study that is sure to strike a chord with all attendees. Special attention will be given to the most recent tax act and how the current federal estate tax benefit can end up harming businesses – and how to avoid that situation.  

You will leave this webinar understanding:

1. If your succession plan is consistent with current tax law, business structure and family involvement
2. That simply having a plan isn’t sufficient. The result of the plan will vary significantly depending on what types of trusts, buy/sell agreements, life insurance and valuation you have – they are not all the same
3. How to address active and non-active children when planning for succession in a family business
4. How to avoid life insurance mistakes that can create significant tax liability and loss of benefits
5. Much more

Intended audience
Privately held business owners (spouses / family members) and CFOs

About the Presenters
 
Identical twins Leon B. Resnick and Terrance K. Resnick are partners in Resnick Associates, a nationally recognized business succession, estate planning and life insurance advisory and implementation firm based in Kansas City and Harrisburg, PA.

Resnick Associates has published many articles in business magazines, newspapers and trade journals on the topics of estate, business succession and life insurance planning, including a feature article for Nation's Business. Resnick Associates was featured in the book Streetwise Marketing Plan. The Kansas City Star and Kansas City Business Journal published articles written by Resnick Associates in conjunction with a senior correspondent from Business Week. In addition to Lee and Terry lecturing at law schools, the firm is a co-founder of the Elizabethtown College Family Business Center, one of the largest college-based family business centers in the United States.

Webinars On-Demand

Click the video below to watch the most recent CBSA webinar. Watch additional archived webinar presentations on-demand in the CBSA University tab.

CBSA Webinar Replay from June 26, 2020

CBSA Virtual Keynote Guidance in an Uncertain Economy

 

Never has it been more critical for company leaders and key decision makers to have a clear, impartial and data-driven perspective of how factors such as COVID-19 and oil price volatility will impact the economy moving forward, and what they should be doing in response. This session from ITR Economics will help you determine the best course of action for the most important part of the economy – you and your business. We will:

1. Look at a system of leading indicators proven to signal cyclical turns in the economy and markets.
2. Present the outlook for the market segments most important to your industry.
3. Assess interest rate and other financial market trends, including the latest information on stock market performance.
4. Consider your 3,5 and 7-year planning needs and talk about the 2020s and how you should prepare for challenges and opportunities.
5. Cut through the noise and present our expectation of both the human and the business impact of these black swan events. .

Presenter Bio

Few young economists present their insights with the authority, accuracy and humor that Connor Lokar brings to the stage. From the intimate executive retreat to the standingroom-only keynote, he delivers with charm and candor, rousing and enlightening all who attend his talks.

As a millennial, Lokar brings a new perspective to the world of economics, delivering ITR’s industry-leading accuracy to current C-suite executives while forging connections with the next generation of business leaders.

Lokar specializes in construction but consults and presents to businesses across all industries, helping them grow revenue and remain profitable through an ever-changing business cycle.