Gain an understanding of what your financial choices are and identify new opportunities.
This topic will discuss hot financial topics in 2021 and will outline financial opportunities and help you find new ways to increase the amount of money in your pocket. You will learn about ESOP potential uses, taxation issues regarding the Paycheck Protection Program, valuation in a changing world, and lastly, financial fraud and how to reduce the risk.
Agenda
Faculty
Howard I. Gross, CPA, ABV, CFF, CFP®
BGBC Partners, LLP
- Founding Partner at BGBC Partners, LLP
- Areas of practice include tax advisory services, business valuation services, litigation advisory services and forensic accounting services
- In addition to his CPA certification, he is Accredited in Business Valuation (ABV), is a Certified Financial Planner® and is Certified in Financial Forensics (CFF). Prior to BGBC, he was a partner at one of the ten largest international CPA firms
- Memberships include American Institute of Certified Public Accountants, Indiana CPA Society
- ESOP Association, University High School Parents Association, Alliance Partners’ Advisory Council and BDO Alliance USA
- B.S. degree, cum laude, Indiana University
- Can be contacted at 317-633-4700 or [email protected]
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