Webinars

UPCOMING LIVE WEBINARS

  • WEBINAR: Growing and Building Value for Your Business – The Role of Accounting and Financial Reporting
    Gettry Marcus CPA, P.C. is Pleased to Present Growing and Building Value for Your BusinessThe Role of Accounting and Financial Reporting June 15, 2023 | 12:00 p.m. – 1:00 p.m. Accounting and financial reporting is the backbone for measuring a business’s profitability and financial strength. However, as many businesses grow, their accounting and financial reporting typically lag behind. This may result in management’s inability to provide prospective investors with the financial information they need to properly assess a company’s earnings. This can result in a reduction of the negotiated purchase price and/or a deal possibly failing. This webinar will include a […]

Additional Live Webinars Coming Soon…

ON-DEMAND WEBINARS

  • WEBINAR: Exploring and Evaluating Opportunities in Today’s Market – Successful Strategies for Identifying and Pre-Qualifying Buyers
    Gettry Marcus CPA, P.C. is Pleased to Present Exploring and Evaluating Opportunities in Today’s MarketSuccessful Strategies for Identifying and Pre-Qualifying Buyers Thursday, May 11, 2023 | 12:00 p.m. – 1:00 p.m. Webinar Description You’ve been receiving unsolicited calls and e-mails from business brokers on a regular basis who claim that they can sell your business for tens of millions of dollars. In many cases, they are making these representations without ever being given any financial information about your business. Yet you are curious to hear more, but just not sure how or if you should proceed. You recognize that “going down […]
  • WEBINAR: Selling Your Business – A Practical Approach to Negotiating Deal Terms – How to Avoid the Most Common Pitfalls In Deal Negotiations
    Gettry Marcus CPA, P.C. is Pleased to Present Selling Your Business – A Practical Approach to Negotiating Deal TermsHow to Avoid the Most Common Pitfalls In Deal Negotiations Thursday, April 6, 2023 | 12:00 p.m. – 1:00 p.m. Webinar Description You are considering selling your business or will soon be entering into negotiations with a prospective buyer. While the negotiated purchase price is of primary importance, other “devils are in the details” terms of a proposed transaction can be equally important to avoid unintended consequences leading up to and/or after the transaction closes. Gettry Marcus’ M&A Transaction Advisory Services Group invites […]
  • WEBINAR: Exit Planning for Business Owners – Creating a Strategic Plan to Ensure a Profitable Transition to Retirement (or Your Next Phase in Life)
    Gettry Marcus CPA, P.C. is Pleased to Present Exit Planning for Business OwnersCreating a Strategic Plan to Ensure a Profitable Transition to Retirement (or Your Next Phase in Life) Thursday, March 2, 2023 | 12:00 p.m. – 1:00 p.m. Webinar Description As a business owner, you’ve invested so much of your working life in your business – growing the business, managing your employees, putting out fires. And now your situation has changed – maybe planning for retirement; perhaps an unexpected event in your life has taken place; maybe it’s just the right time to “cash out”; or maybe it’s just time to […]
  • WEBINAR: M&A Due Diligence: What to Expect, How to Plan, and How Due Diligence Impacts Purchase Price
    Gettry Marcus CPA, P.C. presentedM&A Due Diligence: What to Expect, How to Plan, and How Due Diligence Impacts Purchase Price Thursday, June 16, 2022 | 12:00 p.m. – 1:00 p.m. Join Gettry Marcus CPA, P.C. for a webinar in our continuing M&A Series focusing on M&A Due Diligence.  Lee Ferber, partner-in-charge of the firm’s Business Advisory and M&A Transaction Advisory Service Groups, will guide the discussion on what to expect, how to plan, and best practices to maximize purchase price. Moderator Lee Ferber, CPA, is partner-in-charge of Gettry Marcus’ Business Advisory and M&A Transaction Advisory Service Groups and Co-Chairs the […]
  • WEBINAR: The Pandemic’s Impact on Selling Your Business: Valuation Issues, Deal Structuring, and Negotiating Strategies
    Gettry Marcus CPA, P.C. presented The Pandemic’s Impact on Selling Your Business: Valuation Issues, Deal Structuring, and Negotiating Strategies Thursday, December 9, 2021 | 12:00 p.m. – 1:00 p.m. Join Gettry Marcus CPA, P.C. for the second webinar in our 3-part M&A Series, focusing on the pandemic’s impact on selling your business. Lee Ferber, partner-in-charge of the firm’s Business Advisory and M&A Transaction Advisory Service Groups, will guide the discussion on what to expect, how to plan, and best practices to maximize purchase price.  Moderator Lee Ferber, CPA, is partner-in-charge of Gettry Marcus’ Business Advisory and M&A Transaction Advisory Service […]
  • WEBINAR: Selling Your Business – An Overview of the M&A Process
    Gettry Marcus CPA, P.C. presented Selling Your Business – An Overview of the M&A Process Thursday, October 21, 2021 | 12:00 p.m. – 1:00 p.m. Join Gettry Marcus CPA, P.C. for the first webinar in our 3 part M&A Series, focusing on the M&A Process. Lee Ferber, partner-in-charge of the firm’s Business Advisory and M&A Transaction Advisory Service Groups, will guide the discussion on what to expect, how to plan, and best practices to maximize purchase price.  Moderator Lee Ferber, CPA, is partner-in-charge of Gettry Marcus’ Business Advisory and M&A Transaction Advisory Service Groups and Co-Chairs the firm’s Health Care […]
  • WEBINAR: Apocalypse Now – Residency During the Pandemic
    Gettry Marcus CPA, P.C. and Capell Barnett Matalon & Schoenfeld presented Apocalypse Now: Residency During the Pandemic Thursday, September 30, 2021 | 12:00 p.m. – 1:00 p.m. Join Gettry Marcus CPA, P.C. and Capell Barnett Matalon & Schoenfeld for a discussion on New York State/New York City residency audits and telecommuting. If you are moving out of New York, or if you have multiple residences, you are at risk of an audit. We will focus on best practices and planning. Domicile, statutory residency, and the 183-day rule are included.  Program Panelists Dean L. Surkin is a tax director at Gettry […]
  • WEBINAR: Tax Aspects of Selling a Business – Pass-through Entities
    Gettry Marcus CPA, P.C. presented Tax Aspects of Selling a Business – Pass-through Entities Wednesday, August 25, 2021 | 12:00 p.m. – 1:00 p.m. Join Gettry Marcus CPA, P.C. for our upcoming discussion exploring the tax consequences and strategies for structuring sales of a business, or interest in a business operated as a partnership, LLC, or S corporation. This discussion will offer information on matters such as: Asset vs. Entity Sales  Asset Category Allocations  Options for Buying Out a Partner or Shareholder  The Transaction Process from Negotiations to Closing Program Panelists Dean L. Surkin, JD, LLM, is a tax director […]
  • WEBINAR: Buying or Selling a Business in a COVID Environment
    Gettry Marcus CPA, P.C. presents Buying or Selling a Business in a COIVD Environment Wednesday, February 24, 2021 | 9:00 a.m. – 10:00 a.m. Join Gettry Marcus, CPA, P.C., Lowenstein Sandler, and Carl Marks Advisors for our upcoming discussion offering financial, legal, and tax insights related to buying or selling a business in today’s ever-changing pandemic environment. This discussion will offer information on matters such as: Finding a Buyer or Seller Private Equity vs. Strategic Projections & Forecasts Terms & Negotiation Due Diligence Indemnification Purchase Price Allocations Tax Structuring Program Panelists Vincent Paolucci, CPA, MST, Partner at Gettry Marcus, CPA, […]
  • WEBINAR: Paycheck Protection Program as Amended by the Economic Aid Act
    Gettry Marcus CPA, P.C. presented Paycheck Protection Program as Amended by the Economic Aid ActIncluding Guidance and Planning for PPP 2, the Employee Retention Credit, and Updates on PPP Loan Forgiveness Friday, January 15, 2021 | 10:00 a.m. – 11:00 a.m. Join Gettry Marcus, CPA, P.C. and Campolo, Middleton & McCormick, LLP for our continuing webinar series on the recently passed Economic Aid Act (“EAA”), which has amended the Paycheck Protection Program (“PPP”) and now includes an Employee Retention Credit (“ERC”). The EAA has provided updated guidance regarding the first round of PPP loans (“PPP 1”) and announced provisions with respect to […]
  • WEBINAR: Doing Business in a Multi-State Environment
    Gettry Marcus CPA, P.C. presents Doing Business in a Multi-state Environment Wednesday, January 6, 2021 | 9:30 a.m. – 11:00 a.m. Join Gettry Marcus, CPA, P.C. and Sales Tax Defense LLC for a webinar focused discussion on multi-state sales tax and business income tax. Topics that will be addressed include: Multi-State Sales Tax Compliance Requirements Sales Tax on Internet Sales Remedies for Non-Compliance Business Income Tax Nexus Sales and Use Tax Refunds – hidden gems Program Panelists Robert Thee, CPA, MS, Tax Director at Gettry Marcus CPA, P.C. has been in tax practice for over 30 years, working extensively in […]
  • WEBINAR: Paycheck Protection Program Flexibility Act
    Gettry Marcus CPA, P.C. presented Paycheck Protection Program Flexibility ActIncluding a Discussion on its Impact on Loan Forgiveness Join Gettry Marcus, CPA, P.C. and Campolo, Middleton & McCormick, LLP for Part 3 of our webinar series on the recently passed Paycheck Protection Program Flexibility Act (“PPPFA”). The PPPFA greatly increases the likelihood of loan forgiveness. This webinar will address PPPFA’s impact on earlier provisions of the PPP loan program, including the following: An increase in the Covered Period from 8 to 24 weeks, but no later than December 31, 2020. During the period February 15, 2020 to December 31, 2020, loan […]
  • WEBINAR: The Forgivable or Not-So Forgivable PPP Loan
    Gettry Marcus CPA, P.C. presented: The Forgivable or Not-So Forgivable PPP Loan Including Review of the Just Released Loan Forgiveness Application Join Gettry Marcus, CPA, P.C. and Campolo, Middleton & McCormick, LLP for Part 2 of our highly successful webinar series on PPP Loan Forgiveness. This webinar will address the latest loan forgiveness issues which will include: Review of PPP Loan Forgiveness Application Form, including: Alternative payroll Covered Period Forty-hour workweek benchmark for FTE status Safe harbor requirements for both rehiring of employees and adjusting employee compensation FTE reduction exemptions for employees in the Covered Period or Alternative Payroll Covered Period […]
  • WEBINAR: Wealth Transfer Opportunities in the Pandemic Environment
    Gettry Marcus CPA, P.C. presented: Wealth Transfer Opportunities in the Pandemic Environment Topics that will be addressed include: Gift Giving – Valuation Opportunities in a Turbulent Environment Potential Estate Tax Savings – Alternate Valuation Date Reverse Gifting – Unusual times invert standard practices Loans to and from Trusts – Historically Low-Interest Rates Retirement Plans – Tax Opportunities with Loans and Distributions. PROGRAM PANELISTS Russell Glazer, MCBA, ASA, CPA/ABV, CVA, ABAR, MBA, Partner at Gettry Marcus CPA, P.C, focuses on business valuation engagements in the areas of estate and gift valuation; lost profits; commercial damages; shareholder dispute resolution; mergers and acquisitions; and […]
  • WEBINAR: Loan Forgiveness Under the CARES Act Paycheck Protection Program
    Gettry Marcus CPA, P.C. presented: Loan Forgiveness Under the CARES Act Paycheck Protection Program: Understanding the Forgiveness Provisions and What Businesses Need to Do Now to Maximize Loan Forgiveness Now that many small businesses have received or are waiting for funding of their Paycheck Protection Program (“PPP”) loans, focus should now turn to the Loan Forgiveness phase of the PPP Loan program. While applying for loan forgiveness does not start until after June 30, 2020, what you do during the 8-week “Covered Period”, which begins on the date of loan origination, can impact the amount of loan forgiveness received. For this […]
  • WEBINAR: Monetizing the Tax Changes in the CARES Act for Real Estate Owners
    Gettry Marcus CPA, P.C. presented: Monetizing the Tax Changes in the CARES Act for Real Estate Owners Topics that will be addressed include: Depreciation of qualified improvement property Suspension of loss limitation provisions Net-operating loss utilization Cost segregation maximization Wealth transfer with regards to real estate valuations Program Panelists Stephen Breitstone, Esq., Partner at Meltzer, Lippe, Goldstein & Breitstone, LLP, focuses on private wealth, business & real estate taxation. Stephen has the rare combination of skills as a transactional income tax attorney and as an estate planner. This combination enables him to effectively advise his private clients on their individual needs […]
  • WEBINAR: Business Interruption Insurance Related to the Current Health Crisis
    Gettry Marcus CPA, P.C. presented: Business Interruption Insurance Related to the Current Health Crisis Learn the tactics and strategies of business interruption and contingent business interruption coverages, logistics of submitting a business interruption claim, how to support the monetary damages as part of a business interruption claim, and more Topics that will be addressed include: Does your businesses commercial package policy include: business interruption coverage that may cover this current health issue contingent business interruption coverage that may cover this current health issue, or some other rider that may cover this current health issue such as the component of the losses […]