IEEE Financial Talk Business Succession Plans Code Updates
Doncaster, Robel, and McIntosh - Find out new and innovative Tax strategies for 2022. New IRS rules, Estate planning, Entrepreneur Strategies for our consultants. Don't miss out!
Join us for updates of the 2022 Financial Codes. Our IEEE Financial Talk will include new tax rules and financial planning for our IEEE consultants, developers, and software scientists. Our Key Note Tom Doncaster will speak on Business succession plans for IEEE Consultants, Jeff McIntosh will outline entrepreneur strategies for our consultants and, Jack Robel will speak briefly on financial independence for all of our IEEE Consultants. CPA and Tax Attorney on topics of Accounting and Tax Rules for 2022.
Date and Time
Location
Hosts
Registration
- Date: 02 Feb 2022
- Time: 07:00 PM to 08:00 PM
- All times are (GMT-08:00) US/Pacific
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Add Event to Calendar
- Seattle, Washington
- United States 98121
- Contact Event Host
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Mike Brisbois
708.668.5488
mike.brisbois@ieee.org - Co-sponsored by IEEE PES Power and Energy Society
- Starts 01 January 2022 12:00 AM
- Ends 02 February 2022 07:00 PM
- All times are (GMT-08:00) US/Pacific
- No Admission Charge
Speakers
Tom Doncaster of Doncaster Insurance & Financial Services
Business Succession Plans
Find out strategies for 2022 including investment, Tax Planning, accounting requirements and business succession plans.
Biography:
Email:
Address:Richland, Washington, United States, 99353
Jeff Mcintosh of Equitable
Entrepreneur Strategies
Jack is a University of Washington graduate working in the Financial Services industry. He has a background in Communication and Statistics, and strive to help individuals and families plan for their financial future through the building of strong relationships. His team specializes in asset management, goal forecasting, and tax efficiency through investments.
If any of these topics have been on your mind, I’d love to connect and explore your situation to determine the most efficient route to achieving your goals. I am always open to simple, no stress conversations to answer any questions, or learn more about similar industries! I hope to help you gain your financial independence.
Biography:
Jeff Mcintosh is a serial Entrepreneur. He opened his first of several companies at age 17, later he graduated from the largest pressed startup accelerators, Founder Institute, where he become a mentor for other inspiring startups. He is now dedicating his full-time career to being a fiduciary Financial Advisor, where he helps build comprehensive financial strategies for business owners and individuals.
-Managing Retirement, Investment and/or Taxable Accounts
-Finding suitable Life, Long Term Care and/or Disability Insurance
-Building and executing your Retirement and Financial Plan
Build a custom plan to save more, earn more, pay less in taxes, and keep more of what you deserve.
Email:
Address:Seattle, United States, 98125
Agenda
7:00 pm PST IEEE Announcements
7:02 pm PST Introduction of Speakers (5 min presentation & 5 min Q&A each speaker)
7:04 pm PST Tom Doncaster - Business Exit Strategies for our IEEE Consultants
7:19 pm PST Jeff McIntosh - Entrepreneur techniques to grow your business
7:34 pm PST Jack Robel - Achieving Financial Independence
7:44 pm PST Open Forum
Stay up to date with the latest Financial Code Requirements for Consultants, Developers and Engineers. Flyer Sign up today for our interactive Session! REGISTER