Please join us for our 2019 Business Valuation, Tax & Market Outlook

January 31st | 8:30 a.m. – 12:15 p.m.

Hilton Garden Inn
65 Priority Dr
Martinsburg, WV 24501

Join us via Webinar
Webinar will begin promptly at 9:00am

RSVP By January 22nd

Register Here

Featured Topics Include:

Business Tax Highlights of “The Tax Cuts and Jobs Act”

The Tax Cuts and Jobs Act (TCJA), signed into law December 2017, was one of the most comprehensive tax acts in history. We will provide an overview of how these changes will impact businesses moving forward including clients that you service. Highlights include: – Changes for C Corporations – S vs. C Corporations – Accounting Methods – New 20% Deduction

– Alex Eccard | YHB

We Trust, but Do We Verify?

Do you think fraud only happens to other people? You’re not alone, but someone has to be “the one.” Whether you are a startup company with 1 employee or a successful enterprise with staff of hundreds, fraud happens. It happens when we least expect it. It happens in ways we could never imagine. And, it happens with people who are the closest to us – those we trust. Trust is an integral part of a small and mid-size business, but often, it’s not enough. We’ll explore how Fraud happens, how people exploit our trust and how they get away with it. Often, by the time Fraud is found in a small business, the money is gone and cannot be recovered. And the emotional cost is often greater than the financial cost. We’ll explore how to prevent fraud from happening to your clients’ business!

– Jennifer Files | YHB

Opportunities & Risks in Today’s Market

This discussion aims to provide an in-depth look at the historical and current market situation both domestically as well as globally, and help attendees position their portfolio to minimize risk and profit from specific areas of opportunity. More than just sharing charts, trends and macro-economic data, we will discuss the drivers behind market movements, point out specific risks to understand and highlight interesting value opportunities in both income and equities.

– Randy Beeman | YHB Wealth Advisors

Business Valuation & Succession Planning

Are your clients asking you how to exit their business? We will share what we tell our clients about planning the exit, and what owners can start doing now for an eventual successful transition. We will also discuss how the business might be valued by a potential successor.

– Gregory Crawford & Sally Silver | YHB