Association of Women Contractors' October Education Event

October 19, 2016 | 8:00am - 3:30pm

Join Meghan Kratz, Tax Manager, and Greg Margarit, Tax Partner, at the Association of Women Contractors' October Education Event on Wednesday, October 19 from 8:00 a.m. - 3:30 p.m. at the Fairfield Inn & Suites, 1125 East County Road E, Vadnais Heights, MN 55110. Meghan and Greg will present about tax planning. Click here to register now.

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Cyber Security Workshop

October 12, 2016 | 7:45 - 9:15am

In our technology-driven world today, the vast majority of small- and medium-sized businesses are uncertain of their information security responsibilities and requirements. Within the complex landscape of laws, regulations and standards, compliance can appear to be an overwhelming challenge. Join Boulay and InteProIQ as we host a workshop on learning how to safeguard customer information, how to support your business to become compliant, and who makes the rules.

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2016 Midwest ESOP Conference

September 8-9, 2016

Join Doug Johnson, Employee Benefits Manager at Boulay, at the 2016 Midwest ESOP Conference in Milwaukee, WI. Doug will present "Developing and Updating Your ESOP Administration Timeline."

 

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Your Estate Plan: The Road to Reaching Your Goals and a Map for Your Beneficiaries

June 9, 2016 | 7:30 - 10:00am

Did you know nearly half of Baby Boomers don't have an estate plan, and of those that do, many have not updated it to reflect their current situation? From 2015 to 2025, Baby Boomers will transfer the greatest generational accumulation of wealth of any generation before them through death. The manner in which their estate was structured will determine the ease and cost when that transfer takes place. The rules can be complicated but it's important to get it right.

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Is an ESOP the Right Tool for Your Business?

Is an ESOP the Right Tool for Your Business?May 24, 2016  |  7:30 - 10:00am

ESOPs are one of the most popular ways for business owners to transition ownership of their company to their employees. Join us to learn more about tax benefits of 100%‐owned S‐corp ESOPs, advantages and challenges of ESOPs, why owners choose ESOPs over other options, financing ESOP transactions, and how to use an ESOP to leave a legacy.

 

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Your Business - Market Conditions, Tax Strategies & How Much is Enough

Is an ESOP the Right Tool for Your Business?May 18, 2016  |  7:30 - 9:30am

This panel discussion is designed specifically for you as a Business Owner, to answer your questions regarding (1) current market trends and how they affect values in today's market, (2) minimizing tax liabilities in a transaction, and (3) having enough cash for your lifestyle. Whether you are planning to sell your business or just curious about market conditions, the panel will provide you with valuable and relevant information on making future transition plans.

 

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Financial Management and Credit Reporting

Boulay, Recordkeeping, Time ManagementMarch 24, 2016  |  7:30 - 9:30am

Owning a business is an ambitious and exciting quest, but it is also intimidating. The important financial decisions you make now will affect where you land down the road, so it's important to seek wisdom from money-smart professionals who can guide you in the right direction. Join us to learn about the importance of recordkeeping and time management when owning a small business.

 

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Be Prepared: Social Security and Maximizing Retirement Income

March 9, 2016 | 11:30am - 1:00pm

Being prepared for retirement includes Social Security planning, which is more complicated than you might realize. The guide book changed in late 2015 due to a new law when it comes to the “File and Suspend” and “Restricted” strategies.

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Wealth, Wellbeing and Wisdom: What You Need to Know about Making Florida Your Home

February 22 and 29, 2016  |  10:00 - 11:00am

Join Patricia Kalil Margarit, partner at Boulay, for a complimentary two-part seminar series on "Wealth, Wellbeing and Wisdom: What You Need to Know about Making Florida Your Home." Hear about the benefits of being a Florida resident from her and five other industry experts, learn about the most recent tax benefits, know the latest changes in Florida law, and much more. Also, hear from legal, tax, investment, insurance and real estate experts about the latest industry trends. Discover what's new…and what's next!

 

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Your Estate Plan: The Road to Reaching Your Goals and a Map for Your Beneficiaries

January 28, 2016 | 7:30 - 10:00am

Did you know nearly half of Baby Boomers don't have an estate plan, and of those that do, many have not updated it to reflect their current situation? From 2015 to 2025, Baby Boomers will transfer the greatest generational accumulation of wealth of any generation before them through death. The manner in which their estate was structured will determine the ease and cost when that transfer takes place. The rules can be complicated but it's important to get it right.

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