Events & Speaking Engagements

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.

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.

This program is designed to enable FOX members to better understand if the businesses they work with should consider converting to or electing C corporation status in light of the Tax Cuts and Jobs Act, lowering the federal corporate tax rate to 21%.  

Plan sponsors often weigh the pros and cons of offering a qualified retirement plan. On one hand, many of these benefits are crucial to the health and happiness of your employees. On the other hand, managing a qualified retirement plan adds administrative burden and requires an understanding of the complicated rules governing qualified retirement plans. Join us in this webinar as we dive into a list of common plan errors we have encountered over time.

What does tax reform mean for you and your business? Part 3 of our Tax Reform Webinar Series will cover how C Corporations are taxed, developing a robust model for analysis, and procedural requirements and timing. 

What does tax reform mean for you and your business? Part 2 of our Tax Reform Webinar Series will cover: modifications to estate and generation-skipping transfer taxes, employee benefits and compensation implications, and tax-exempt organizations.

What does tax reform mean for you and your business? Part 1 of our Tax Reform Webinar Series will cover: individual rates for pass-through owners, C Corporation rates, depreciation and cost recovery changes, changes to business deductions and exclusions, and changes to business credits and energy credits.