Wednesday, October 31, Naples Hilton 5111 Tamiami Trail North, Naples, FL Conference Co-Chairs Suzanne Boy and Kena Yoke.

Transcription

1 Play YOUR Game: Creating and Running a Championship Business Wednesday, October 31, 2018 Naples Hilton 5111 Tamiami Trail North, Naples, FL Conference Co-Chairs Suzanne Boy and Kena Yoke Presented by

2 Play YOUR Game: Creating and Running a Championship Business Agenda 8:00 a.m. Registration & Continental Breakfast 8:45 a.m. Opening Remarks Suzanne M. Boy, Esq. 9:00 a.m. Choosing Your Playing Field, Part 1 Guy Whitesman, Esq., Michael DeLuca, CPA, MBA, and Kena Yoke Well before doors open, a business owner must consider multiple factors before establishing its corporate structure. In this session, the presenters will discuss the options available and safeguards to have in place to protect the owner, as well as the corporate and personal assets from potential harm. 10:00 a.m. 10:15 a.m. Choosing Your Playing Field, Part 2 Guy Whitesman, Esq., Amy Dalen, Esq., Michael DeLuca, CPA, MBA, and Kena Yoke The way in which a business addresses tax issues can ultimately lead to its success or failure. In this session, the presenters will discuss tax implications, reasons why it may be necessary to change the corporate structure after a business is running, and retirement planning. They will also share some war stories when these issues are not given full consideration. 11:15 a.m. 11:30 a.m. Playing to Win: Protecting Your Brand, Talent & Team, Part 1 Mark Nieds, Esq., Shane Finn, and Kena Yoke It can take years for a business to establish a brand that engages customers and grows revenue. In the blink of an eye, another company can attempt to infringe on your identity and brand. In this session, the presenters will discuss trademark and copyright protection, licensing agreements, international concerns, as well as payroll and sales tax implications. 12:30 p.m. Lunch 1:30 p.m. Playing to Win: Protecting Your Brand, Talent & Team, Part 2 Suzanne M. Boy, Esq. Whether you have five employees or 500, protecting the wellbeing of your organization and its employees should be a top priority. Employment Law Expert Suzanne Boy will discuss ways to effectively prevent and handle workplace issues with regard to non-compete agreements, worker classification (independent contractor or employee; exempt or non-exempt), #MeToo harassment, and performance management. 2:30 p.m. 2:45 p.m. Succession Planning & Exit Strategies Marcie Charles, Esq., Amy Dalen, J.D., Keith Veres, CPA, CGMA and Shane Finn Eventually, all business owners will exit their business. They may exit by transitioning the business to family members, selling to their management team, allowing the employees to buy it through an ESOP or by marketing and selling the business to an outside strategic or financial buyer. Whatever path is chosen, thoughtful planning and preparation can significantly influence the owner s ability to realize their long-term goals. In this session, the presenters will discuss business valuation, tax and estate planning considerations, opportunities facing generational businesses and will share what to expect from the formal process of selling a business to outside parties. 3:45 p.m. Q&A Session All speakers will be available to answer any questions submitted by attendees in advance or during the day. Please submit any questions to gail.lamarche@henlaw.com.

3 Speakers Kena Yoke Consulting Kena M. Yoke, Founder/Socialpreneur, offers 32 years in Construction Industry Management, Office Administration/ Coordination and a lifetime of networking and community support. She works with entrepreneurs, startups and small businesses, as well as larger organizations, to cut costs, offer benefits, enhance performance and increase revenues. Kena is a Board Member of the Entrepreneur Society of America (ESOA) and Fusion Pointe, as well as a member of the Above Board Chamber. Her philanthropic endeavors support St. Matthew s House Justin s Place Program for Women, Freedom Waters Foundation and anything supporting Veterans, including Collier-Lee Honor Flight, Spirit of 45, and Gulf Coast Veterans and Friends. Kena may be reached at Kena@kenayoke.com. Henderson, Franklin, Starnes & Holt, P.A. Suzanne M. Boy is a Florida Bar Board Certified Specialist in Labor and Employment Law. She is passionate about helping her clients proactively and cost-effectively resolve workplace issues. Suzanne assists clients with all aspects of employment-related litigation, claims, and counseling. She frequently conducts workplace training sessions and is a sought after speaker on employment matters, including #MeToo harassment training. Suzanne is the editor of the Southwest Florida Employment Law Blog and chair of the firm s HR Law & Solutions annual conference. She may be reached at suzanne.boy@henlaw.com. Marcie A. Charles utilizes her knowledge and skill to design and implement estate plans for individuals and families, many of whom own closely-held businesses. Often these plans involve complex tax and entity planning including family limited partnerships, charitable trusts and sales to grantor trusts. Marcie also helps her clients preserve their wishes by preparing the appropriate wills, revocable trusts, beneficiary designations and marital agreements. She previously served as an attorney advisor with the IRS Office of Associate Chief Counsel (Corporate) in Washington, DC. Marcie serves on the Board of Directors for the Parkinson Association of SWFL and Books for Collier Kids. She is a member of the Planned Giving Committee for the Naples Zoo at Caribbean Gardens, the Estate Planning Council of Naples, the NextGen Committee for the Shelter for Abused Women and Children, and the Professional Advisor Council for the Community Foundation of Collier County. Marcie may be reached at marcie.charles@henlaw.com. Mark Nieds concentrates his practice on intellectual property with an emphasis on trademark selection, registration, enforcement and litigation, copyright, and trade secret protection. He also handles internet-related legal issues, assisting clients with the creation and implementation of privacy policies, terms of use agreements, user agreements and DMCA compliance. Mark provides updates on copyright, patent and trademark law for the firm s Southwest Florida Business & IP Bulletin Blog. He may be reached at mark.nieds@henlaw.com. Guy E. Whitesman is Board Certified in Tax Law and serves as chair of Henderson Franklin s Business & Tax Department, as well as Chair of the Mergers & Acquisitions, Business Organizations & Planning, and Intellectual Property practice areas. He concentrates his practice in mergers and acquisitions, business organization operations and planning, taxation, estate planning and health care law. Guy has been honored throughout his career by Florida Super Lawyers, Florida Trend Magazine s Legal Elite, and was named 2017 Corporate Lawyer of the Year in Fort Myers by Best Lawyers in America. He serves as trustee and immediate past chair of the Southwest Florida Community Foundation and is one of the founding trustees of the Jewish Community Foundation of Southwest Florida. Guy also serves as a member of the Board of Trustees of the University of Florida Law Center Association, Inc. He may be reached at guy.whitesman@henlaw.com.

4 Speakers HBK CPAs and Consultants Amy L. Dalen, JD, is a Principal and Tax Advisory Group Chair at HBK CPAs & Consultants and provides support services for the CPAs in all HBK offices. She is a member of the HBK Tax Advisory Group, specializing in estate, gift, trust, and individual taxation. As a member of the Tax Advisory Group, Ms. Dalen researches complicated tax issues, provides compliance reviews for tax returns and trust accountings, and analyzes and plans for the estates of high net worth individuals. She works closely with the other professionals of HBK, their clients, and the attorneys and other professionals that make up the client s team of advisors. Amy may be reached at ADalen@hbkcpa.com. Michael DeLuca, CPA, MBA, is a Principal with HBK in their Fort Myers and Naples offices. Michael works extensively with closely held corporations, partnerships, small to middle market businesses, large private corporations and individuals. He specializes in the areas of strategic business consulting and structuring, tax planning and preparation, and domestic and international compliance. Prior to joining HBK CPAs & Consultants, he spent time as a Manager at Ernst & Young and Deloitte Tax LLP in their Atlanta, Georgia and Miami, Florida offices. Michael may be reached at MDeLuca@hbkcpa.com. Shane M. Finn, State and Local Tax ( SALT ) Practice Leader, Tax Advisory Group. He is a member of the firm s Tax Advisory Group based in the Mid-Atlantic Region. Shane has a decade of experience with SALT consulting, controversy and compliance services. He is one the most experienced SALT consultants in the Northeastern United States having worked at Big 4 accounting firms and performed services to Fortune 500 companies in the Greater New York City, Philadelphia and Pittsburgh areas. Shane is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. Shane may be reached at sfinn@hbkcpa.com. Keith A. Veres, CPA, CGMA, Principal, Director of HBK Corporate Finance. In extending his role beyond his responsibilities as an HBK CPAs & Consultants (HBK) accounting Principal, Keith Veres exemplifies HBK s transition from accounting firm to holistic financial services provider. As director of HBK s emerging Corporate Finance business along with his status as an investment banking representative of a third party investment banking broker dealer, he helps HBK clients looking to raise capital, acquire businesses or sell their business through a coordinated succession planning process. Keith may be reached at kveres@hbkcpa.com. To register, visit

5 REGISTRATION FORM Cost: $75 includes continental breakfast, lunch and materials. Registration is by mail or online at Contact Gail Lamarche at or if you have any questions. Please RSVP by October 24. Herb-Crusted Fillet of Salmon Food options: Teriyaki-Glazed Chicken over risotto Name Title Company Address City State Zip Phone Credit Card # (Visa, MasterCard or American Express only) Expiration Date Security Code Signature If paying by check please make your check payable to Henderson, Franklin, Starnes & Holt, P.A. and mail it along with your completed registration form to: Gail Lamarche, Director of Marketing Henderson, Franklin, Starnes & Holt, P.A. P.O. Box 280 Fort Myers, FL Directions From North (Tampa, Sarasota, Ft. Myers) I-75 South to Naples. Exit # 107 Pine Ridge road and turn right, going west approximately 3.5 miles. Turn Left, South on US 41 (Tamiami Trail). The Hilton Naples hotel is immediately on the right. From South/East (Ft. Lauderdale, Miami) I-75 North to Naples. Exit # 107 Pine Ridge road and turn left, going west approximately 3.5 miles. Turn Left, South on US 41 (Tamiami Trail). The Hilton Naples hotel is immediately on the right.