Tax to the Future: An Integrated Approach to Planning

Join the Key Members of an integrated advisory team to discuss ideas on future-focused tax and business planning for 2022 and beyond. At this session, you will be joined by key members of any advisory team including a CPA, a Financial Advisor, an Attorney, and an Insurance Advisor. Presented by WFU Center for Private Business Sponsor, Dixon Hughes Goodman.

• Learn about hot button issues to plan for in 2022 and beyond.
• Discover the best Business Timeline for a Growing Company and for a business on the path to Succession.
• Advisors will demonstrate a live adaptation based on actual integrated advisory meetings that have been held with companies/individuals.
• Q&A with the integrated advisory team so you can get your questions answered by professionals.

Wednesday, March 30th, 2022 | 10:00AM – 12:00PM |@WFU CPB  3rd Floor, 500 W 5th Street, Winston-Salem, North Carolina 27101 Coffee & Network with other CPB Members from 10:00AM -10:30AM Panel Discussion starts at 10:30AM Registration Required for both in-person & virtual attendance. Space is limited. Lunch will be provided for in-person attendees – take away or stay and speak with the presenters and other Center Members & Guests. Free for CPB Members | $50 for Non-Members Register below for either the In-Person or the Virtual option to attend:

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