Power Up: How to Thrive in 2024
Thank you for joining us for Gray, Gray & Gray’s Year End Planning Seminar!
What challenges will business leaders face in 2024, and how can they prepare to meet them? Find out at Gray, Gray & Gray’s annual Year End Planning Seminar. Learn what lies ahead on the economic front, how to plan for more changes in your corporate and personal taxes, and why the M&A market is set to heat up again. Plus you’ll hear directly from successful business owners what strategies they are using to navigate their companies through tumultuous times.
INFORMATIONAL SESSIONS
KEYNOTE: ECONOMIC OUTLOOK
Is inflation under control? How have global economic changes affected the American economy? What are the Federal Reserve’s next moves?
TAX UPDATE
What impact will the latest tax changes have on your business and personal financial planning?
Kelly A. Berardi
JD, LL.M.
Partner
Gray, Gray & Gray
Bradford G. Carlson
–
Partner
Gray, Gray & Gray
Derek B. Rawls
CPA, MST
Partner
Gray, Gray & Gray
CLIENT PANEL ON STRATEGIC BUSINESS PLANNING
How companies are using strategic planning and technology to navigate and adapt to the changing business environment. Featuring Client Panelists.
Moderated By:
Bryan E. Pearce
Director
Gray, Gray & Gray
Catherine Erasmus
–
President
Taylor Energy
David Model
–
Chief Operating Officer
Triton Systems, Inc.
Enzo Scalora
–
President & CEO
Scalora Consulting Group
TRENDS IN M&A AND EQUITY MARKETS
What factors may cause the M&A market to reignite in 2024?
James A. DeLeo
MBA, CPA/MST
Leading Partner
Gray, Gray & Gray
Richard Frizzell
CPA, MSA
Director
Gray, Gray & Gray
Justin Klunder
CFA
Partner & Chief Investment Officer
Gray Private Wealth
Stephen R. Rusch
–
Managing Director
Gray Strategic Partners
DEMOS AVAILABLE FROM:
Personal wealth services are provided by Gray Private Wealth.
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC. Gray Strategic Partners, LLC and BA Securities, LLC are separate, unaffiliated entities.