Davis|Kuelthau is sponsoring BizTimes Media’s Family and Closely Held Business Summit on June 29, 2021, at Brookfield Conference Center from 2:00 – 6:30 PM. Join other family & closely held companies as they navigate the complex issues of maintaining a successful, sustainable family or closely-held business. It’s your opportunity to learn and network with others who are on the same journey as they strive to build wealth and create a lasting legacy.
Click here to access the on-demand video.
Building Value and (Re)creating Culture
Join BizTimes Media and a distinguished group of family business owners and leaders for idea sharing and hands-on learning to help you as you look past the pandemic to what’s next. Learn and network in person with others who are on the same journey as they navigate their way through recreating their culture post-pandemic, grow through innovation, transition to a new generation, and more.
The program begins with a keynote conversation, followed by a panel discussion, three concurrent breakout sessions, and a cocktail reception.
Proposed Wealth Tax Changes Under the Biden Administration
President Biden and several senators have either proposed legislation or indicated a desire to change various wealth tax provisions, including the estate tax exemption amount, capital gains tax rates, and the “step up” in basis at death. This presentation will provide a summary of the current wealth tax system, the proposed changes, and steps to consider now or in the near future to minimize such taxes.
Jacqueline L. Messler, Corporate, Tax, Trusts, Estates and Succession Planning Attorney & Shareholder, Davis|Kuelthau, s.c.
Mark J. Andres, Corporate, Tax, Trusts, Estates and Succession Planning Attorney & Shareholder, Davis|Kuelthau, s.c.
Master Your Growth Goals
Meeting your goals requires planning. We will discuss the how and why of establishing breakeven points by department, service,
product, and/or location. The session will include an interactive discussion – bring your questions.
Presenter: Nancy Mehlberg, CVB, EA, Principal, SVA Certified Public Accountants
Living Through the Sale of Your Business
Dick Hensley interviews Nick Fricano, Founder & CEO of Healthfuse Nick will talk about living through the sale of his business in 2020 to a private equity firm: pre-sale, transition, and post-sale where Nick currently serves as Healthfuse CEO.
Moderator: Dick Hensley, President – S.E. Wisconsin, National Exchange Bank & Trust