Policy and Taxation Impact on Family Business

Policy and Taxation Impact on Family Business
 
Join us as we reconnect with Family Enterprise USA (FEUSA), the Policy and Taxation Group (PATG), and Rehmann to learn more about the intersection of policy and tax issues on your family business. Attendees will gain insights from the FEUSA 2024 Annual Family Business Survey and understand the key considerations of the Estate Tax Sunset. Speakers will address the current Washington, DC landscape and provide a legislative update on tax policy issues impacting successful families and family businesses.
 
This special event will provide a Washington, DC insider's perspective, critical intelligence, and situational awareness of key tax policy issues that can be applied to family businesses in West Michigan.

Please note, this event is open only to FBA member family businesses.
 
Keynote Speakers:

John Gugliada, FEUSA
Director of Strategic Partnerships & Business Development
John Gugliada is an experienced Business Development Executive who partners with CEO’s of both large and small businesses, to grow their top line. After many years of leading sales teams in a corporate setting, as an EVP and SVP, John truly understands what is required to drive results- and it’s never accomplished through cutting corners in the short term. It’s accomplished through a well thought out strategy and keeping your daily playbook simple.
 
Mark Warren, Brownstein
Shareholder
Mark  spent spent more than two decades serving as congressional tax counsel spanning four administrations. Most recently, Mark served as chief tax counsel to the Senate Finance Committee, where he handled the development and implementation of Chairman Chuck Grassley’s (R-IA) tax agenda, including advising on all aspects of federal tax, retirement, pensions and tax-administration policy. He also contributed to the development and drafting of key parts of the Tax Cuts and Jobs Act (TCJA) as senior tax counsel in the office of Sen. John Thune (R-SD). 

Mark Meyers, Rehmann
Principal/Advisor, Wealth Management
 Mark began his financial services career in 2008 and has supported high net worth and ultra-high net worth individuals and their families, business owners and not-for profit organizations. He has extensive knowledge of estate, investment, trust, insurance and business succession planning strategies. Mark develops creative strategies that help clients work toward meeting their financial goals, integrating asset management, family CFO, and succession planning services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning and accounting needs along the way.
 
Thomas J. Shemanski, Rehmann
Principal, Finance & Accounting Solutions
 Tom leads Rehmann’s manufacturing industry group and CFO Services team, bringing significant industry knowledge and experience to help guide the team and serve our clients most effectively. Tom serves clients in an advisory capacity, providing outsourced and interim CFO services, business financing solutions, turnaround management, strategic planning, system implementations and transactional advisory services. Tom has significant experience in financial executive leadership, business financing and debt restructuring, facilitating rapid turnaround to profitability and assisting organizations through ownership transfer and leading company acquisition teams.