8:00 – 8:05 AM
Welcome & Opening Remarks

8:05 AM – 8:55 AM
Cash Balance Plans in 2023
In today’s nuanced and changing tax environment the solution to larger tax deductions for business owners may be cash balance plans. For example, when paired with existing 401(k) plans the deduction can be significant. We cover the essentials from what these plans are, how they fit and pair with other instruments to how they might affect QBI deductions and more.
Tricia Bailey – Vice President Sales, Michigan, Future Plan
Ken Guidroz, MBA – National Cash Balance Specialist, Future Plan, Author of Beyond the 401(k)
Credits: 1.0 OT

9:05 AM – 9:55 AM
Real & Personal Property Tax Issues for CFOs and Controllers
Let’s get real about the property tax issues plaguing today’s financial professionals. Bring your questions as we cover the difference between assessor and true cash value, what to expect in real estate tax increases and more.
Paul Bach – Senior Manager, Tax Services, Cardinal Tax Advisors, Rochester
Credits: 1.0 OT

10:05 AM – 10:55 AM
Achieve Efficiency: Is it Time to Consider a PEO?
There’s no end to the challenges facing business today as payroll, HR/workplace issues and regulatory compliance make it difficult to stay focused on core work and to keep up with talent recruitment, training and development. How can a Professional Employer Organization (PEO) help? We explore the facts and misconceptions about this growing segment of HR and what it means to work with one so your company can focus on its core business.
Jeff Caponigro – Executive Vice President and Chief Marketing Officer, Trion Solutions, Troy
Deneen Macedonia – Business Development Advisor, Trion Solutions, Troy
David L. Stone – President and Co-Founder, Trion Solutions, Troy
Credits: 1.0 OT

11:05 AM – 11:55 AM
How SECURE Act 2.0 Enables 401(k) Retirement Savings
Signed into law in late 2022, the SECURE 2.0 Act delivers dozens of new retirement-related provisions impacting employers and employees alike. Learn how to leverage the many changes to 401(k) administration, withdrawals, and other financial planning tips that can improve employee retention as well as your own personal retirement strategy.
Victor Hicks II, CFP®, AIF® – Managing Principal, Lumin Financial, Southfield
Credits: 1.0 OT

11:55 AM – 12:45 PM
Break for Lunch

12:45 PM – 1:35 PM
Top Issues in Wage & Hour Law
Recent changes to wages, overtime and tips could create challenges for employers if overlooked. Find out everything you need to know about staying compliant with wage and hour laws, including federal overtime requirements, current legislative activity, common mistakes and how to reconcile U.S. Department of Labor regulations with Michigan regulations.
Aaron V. Burrell – Member, Dickinson Wright, PLLC, Detroit
Credits: 1.0 OT

1:35 PM
Program Adjourns