We touched on wealth transfer at our last monthly meeting and now we’re going to take a closer look. Join Meredith Sugar of Taft/ Law on April 14th as she covers: Real Estate Transfers Insurance needs, including key employee Philanthropy Equity for family members who don’t work in the company Trusts and more… This one-hour, […]
A Closer Look: Wealth Transfer Read More »
Potential Phone and Phishing Scams From Conway Center Service Provider Gryphon Financial Partners As we are in tax season, we thought a good time to remind you to be aware of potential IRS phone and phishing scams. One of our employees recently received a phone call from someone claiming to be from the IRS,
Its Tax Time: Potential Phone and Phishing Scams Read More »
5 Essential Questions in Life and How They Relate to Family Business by Bea Wolper, Emens & Wolper Law Firm The Women in Family Business Peer Group at the Conway Center for Family Business discussed the ‘5 Essential Questions in Life’ delivered by Dean James Ryan as part of his commencement speech given at the
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3 Reasons Why You Should Participate at Tradeshows Kim Gongwer, ProForma Graphic Impressions 2 There is no better boost for your business than a trip to an industry tradeshow, the ultimate networking playground! Whether you are an attendee or participant, the tradeshow floor can do a great many things for you and your company. These
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Community engagement is a hallmark of many successful family businesses. Family business leaders make giving back to the communities that support them a pillar of their businesses. Indeed, each fall, the Conway Center for Family Business honors and celebrates many family businesses who are exemplary stewards of our Central Ohio community at its annual awards event.
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By Lori Elliott, Retail Market Leader at First Merchants Bank A recent study revealed that more than a million older Americans lose $2.6 billion annually to financial abuse. The abuse comes from strangers, caregivers and even family members. In fact, AARP reports that about sixty percent of Adult Protective Services cases of financial abuse involve
Elder Financial Abuse is on the Rise Read More »
Protect Your Cash Cow by Choosing the Right Entity Structure for Your Family Business by Bea Wolper, Emens & Wolper Law Firm In a recent session of the Women in Family Business Peer Group at the Conway Center for Family Business, we discussed the importance of choosing the right entity structure to protect your family
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This is an excerpt from an article Conway Center Co-Founder Bea Wolper wrote for Columbus CEO: Setting aside politics and conflicts, the process of quickly transferring President-elect Trump’s interests to his children will be difficult at best—especially without the “journey of succession” that needs to occur when a family business transitions to the next generation. Successfully
The Difficult Succession of the First Family’s Business Read More »
By Jennifer Griffith, Ohio-Area Regional President of First Merchants Bank Perceptions of value, convenience and ability are central to how we weed out the massive number of potential companies we choose to do business with. Knowing the importance of client perceptions, we recently engaged with Saperstein Associates to conduct focus groups with our retail customers
Perception is Key to the Decision-Making Process Read More »
From KeyBank, a Conway Center Service Provider.
Top 10 Year-End 2016 Tax Planning Ideas for Business Owners Read More »
