Events & Speaking Engagements

Expert speakers will discuss how companies are determining how far to go in conducting due diligence, and developing a tiered approach based on the appropriate risk level and type of third party in question. The session will discuss how to re-evaluate your risk ranking approach and minimize the costs of a robust program. With evolving risk factors and compliance obligations, don’t miss this worthwhile opportunity to upgrade your best practices. Ample time will be left for Q & A, so please bring your questions!

In the wake of the Epic decision, the questions of whether, how, when, and to what extent a mandatory arbitration program (with or without class and collective action waivers) should be implemented are complex and demand thoughtful deliberation prior to making any decisions. This webinar will include discussion of the various considerations involved in designing and implementing a mandatory arbitration program (including waivers of class and collective actions) in the workplace. 

The first part of this seminar will focus on pre-sale wealth transfer planning designed to preserve value for the business owner’s family and minimize transfer taxes. The seminar will then review common reorganization and structuring techniques that business owners and their advisors can implement to achieve desired, tax efficient results when selling a business.

This quarterly installment of Koley Jessen’s employee benefits webinar series will dive into the complex issue of cybersecurity and how it affects employee benefits plans. We are all reading in the news on a daily basis cyber-attacks on company’s and data breaches occurring on a regular basis. This installment will dive into the recent hot topic of cybersecurity attacks and how it affects employee benefit plans.

Koley Jessen's Estate, Succession, and Tax Summit is designed to bring relevant and timely discussion about estate, succession and tax planning topics to the community of professional advisors we work with for the benefit of our mutual clients. This year's keynote speaker will be S. Stacy Eastland, Managing Director at Goldman Sachs & Co.

After a month and a half of committee mark-ups, amendments, votes, and finally a conference, both houses of Congress have passed an identical Tax Cuts and Jobs Act (the “Act”) and President Trump signed the Act into law on December 22, 2017. The Act is the largest tax overhaul since the Tax Reform Act of 1986, and there are numerous and significant changes. This program will provide a high-level summary of the changes for the taxation of individuals and businesses. The presenter will provide the most up-to-date information as she continues to watch for guidance coming out from the IRS.