Events & Webinars

10/23/2020 - 01/22/2021, 11:00 am - 12:00 pm

On Demand | Is Now the Right Time to Gift Your Company?

COVID-19 has upended every aspect of owning a business. But there may be one opportunity to make a smart business decision this year, if you are considering transferring your business to family or the next generation. In this webinar, we will answer the questions: Is now the right time to gift your company? And, how much time do you have to explore this option before the conditions change?
Lurie advisors Kevin Besikof, Matt Brown and Chris Van Schooneveld hosted a webinar providing context, fundamentals and examples that can help you understand:
  • The current and future state of the estate tax
  • How 2020 has affected valuation, and whether there is opportunity
  • Why these factors influence valuation
  • Assuming it makes sense, how gifting your business works – and the possible tax advantages
Click the link button at the top to access the on-demand version of this webinar.



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11/12/2020 - 01/30/2021, 11:00 am - 12:00 pm

On Demand | Qualified Disaster Relief: Tax-Free Benefits for Your Business & Employees

The impact of the COVID-19 outbreak resulted in a declared nationwide disaster. The Internal Revenue Code (Section 139) may present a relief option that can ease some of the work-from-home strain on employee well-being and increase productivity. It may also reduce liability for employers as well.
Our team hosted a webinar explaining how qualifying employers can help mitigate the effects on their business and employees through tax-free qualified disaster payments. Lurie advisors Kevin Besikof, Chris Van Schooneveld and Mike Mondelli explained:
  • Why Qualified Disaster Relief Exists & Why It Makes Sense Now
  • What Is Section 139 & What Qualifies?
  • As an Employer, How Do I Plan & Track? Documentation & Best Practices
  • Putting Your Qualified Disaster Relief Plan into Action
Click the link button at the top to access an on-demand version of this webinar.



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11/12/2020 - 01/30/2021, 11:00 am - 12:00 pm

On Demand | Telehealth: Paving the Way for Innovation in Your Medical Practice

In a matter of months, COVID-19 has radically changed how healthcare is practiced, managed and distributed. With the aid of technology and innovative applications in telehealth, there is great opportunity – but not without risk. While each medical practice’s vision of the future will be different; what is critical for all leaders to understand is how to create a solid security plan to protect your practice from costly mistakes. If you are looking to rapidly innovate or take advantage of new tech – you need an effective framework.
We hosted an informative webinar led by Lurie Technology Partner Kate Siegrist. In the presentation, Kate provided 3 take-aways to better understand:
  • The Unique Security Challenges and New Opportunities in 2020
  • How to Protect Yourself and Your Practice in Common Usage of Telehealth
  • What It Takes to Build a Solid HIPAA Security Plan for Telehealth
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12/03/2020 - 12/03/2021, 11:00 am - 12:00 pm

Webinar | Get Ready to Apply for PPP Loan Forgiveness | How to Prep & What to Expect

To apply for Paycheck Protection Program (PPP) loan forgiveness, you will need to complete either the SBA Form 3508, 3508EZ, 3508S, 3509, 3510 or a Lender equivalent. But how do you know which form is correct, or the best/easiest path to take? Also, what do you need to do to prepare, so that you have everything ready, with the fewest delays and ultimately maximize your loan forgiveness chances?
On Thursday, December 3rd from 11:00 AM – Noon CST Lurie’s Economic Relief Team will present general answers to these questions, share first-hand experiences and offer advice on how to effectively prepare your PPP loan forgiveness application.
  • Understanding the SBA forms & which one best applies to your situation
  • Our tips to get ready, including: documentation, lender requirements and timing
  • What steps in preparation take the longest or are most complex
  • Case studies of successful PPP loan forgiveness
  • Other valuable commentary and updates, such as the tax deductibility of PPP expenses, concerns for larger loans and what the future may hold for PPP.
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12/04/2020 - 12/04/2021, 9:00 am - 10:00 am

Webinar | Understanding New Form 1099-NEC (and changes to 1099-MISC)

Does your business pay freelance or nonemployee subcontractors – including vendors, independent contractors, and consultants? Starting in reporting year 2020, you will have to use a new Form 1099-NEC to report most nonemployee compensation. This changes how you also use Form 1099-MISC, which has been used by businesses for many years to report calendar-year payments exceeding $600 to individuals who performed business services.
On Friday, December 4th at 9:00 AM CST, Becky Munson, Director of YourBooks, will outline how to make sure you are using each form correctly and are in complete compliance.
  • Understand the change to form 1099-NEC for 2020
  • Understand what hasn’t changed with the filing process
  • Familiarize you with the new forms and what will be needed to file
  • Review filing resources for the 2020 reporting cycle
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