No matter your long-term goals, proactive business planning can help you maximize value and minimize risk. Join RSM’s webinar Wednesday, April 2, for a deep dive into key tax, financial and operational strategies to position your business for future success. We’ll cover crucial topics such as pass-through entity elections, sales and use tax risks, working capital, valuation strategies and estate planning. Learn how to strengthen your business, enhance financial efficiency and keep your options open—whether for growth, transition or new opportunities. Register today!
Event details
Date and time
Wednesday, April 02, 2025
1 p.m. ET | Noon CT
Intended audience
CEOs, chief financial officers, controllers, tax executives, business owners
Duration
60 minutes
CPE Credit
One CPE credit will be issued to eligible participants
Fee
Complimentary
Event overview
Presenters
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Andy SwansonPartnerRSM USAndy Swanson is a tax leader with a focus on closely held businesses and their owners, providing proactive tax and business advice to help them reach their goals.
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Justin StallardPartnerRSM USJustin Stallard is a tax partner and member of RSM’s private company leadership team. He has more than 25 years of experience advising middle market businesses and their owners in the manufacturing and distribution, consumer products and business and professional services industries.
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Brian AdkinsonPartner, Transaction Advisory ServicesRSM US LLPBrian Adkinson has 24 years of professional accounting and finance experience and has been focused exclusively on providing transaction advisory services (TAS) for the past 20 years. He joined RSM’s TAS practice in 2017 and leads RSM’s Detroit TAS team.
Learning objectives
By the end of this presentation, participants will be able to:
- Understand key tax, financial and operational strategies to strengthen your business and enhance its long-term value, whether you plan to grow, transition or explore new opportunities.
- Identify potential risks and tax considerations, including pass-through entity elections, sales and use tax risks, and working capital adjustments, to optimize financial efficiency and reduce future obstacles.
- Learn how proactive planning can provide greater flexibility in business decision making, ensuring you are prepared for any transition—whether that means scaling, planning for succession, or exploring liquidity options.
CPE credits
RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.
RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Taxes | CPE: 1.0 credits
Event details
Date and time
Wednesday, April 02, 2025
1 p.m. ET | Noon CT
Intended audience
CEOs, chief financial officers, controllers, tax executives, business owners
Duration
60 minutes
CPE Credit
One CPE credit will be issued to eligible participants
Fee
Complimentary
Register
