Gene Marks

The Midterms are over. Inflation remains stubbornly high. Labor is still in short supply. What’s next for your business? What are other businesses doing to navigate their ways towards growth and profitability in 2023 and beyond? How will the new congress impact your business and what steps should you be taking now to prepare yourself?

During this fast paced, entertaining and extremely valuable discussion, Gene will go over real life, feet-on-the-ground strategies and tactics that smart leaders are using to navigate their way through the new political environment and the current economic slowdown and position their companies for future growth.

During this presentation, Gene will cover some of these topics:

• An update on congressional initiatives that will impact your industry;
• Strategies smart companies are using this year to navigate inflation and supply chain issues;
• Tactics that forward-thinking leaders are using to not only retain their best employees during a downturn but to attract new talent;
• A look at a few little known metrics that give the best indication of our economic future;
• Cash flow moves managers are making now to ensure they have adequate reserves for the downturn;
• The latest technologies that are attracting investments from small and mid-sized companies and which are helping to keep overhead low and profits growing;
• How smart businesses are saving money even as healthcare costs rise.

Join weekly Forbes technology columnist and consultant Gene Marks as he explains which technologies will impact your industry over the next few years and how you can leverage these technologies in your business. Gene will discuss how the most successful businesses in your industry have already begun to use AI, cloud-based software, mobile apps and hardware technologies to:

• Automate repetitive tasks, reducing the workload on employees and freeing up their time for more complex tasks.
• Analyze data and provide insights that can inform better decision-making.
• Personalize marketing messages, product recommendations, and customer experiences based on individual preferences and behavior.
• Handle customer inquiries and support, improving response times and customer satisfaction.
• Help their teams collaborate and communicate with each other and your community.
• Better track, report and respond to critical financial information.
• Provide a secure working environment that minimizes breaches and malware attacks.
• Creates efficiencies on the warehouse floor, the production facility or in the field. And much more! Bring your notepad and make sure your batteries are charged!

One of the biggest challenges faced by business owners today is attracting and retaining great people. Join founder of The Marks Group, Author, and Columnist Gene Marks for this entertaining and fast moving session.

Gene will touch on some of the most important employee related issues in your company including:

• How trends and regulations in minimum wage, paid time off, and overtime will impact your ability to find and motivate employees.
• Innovative perks and benefits the big companies offer that you can too.
• The best places and tactics for finding employees and how to recruit them better than your competition.
• The newest and innovative cloud based technologies that are helping companies of all sizes recruit, manage, compensate and make them more attractive to work for.
• A review of the most recent legislation regarding retirement plans.
• The newest and innovative cloud based technologies that are helping companies of all sizes recruit, manage, compensate and make them more attractive to work for.
• A review of the most recent legislation regarding retirement plans.

Whether you’re a financial person or not, this presentation is critical for your business. Why? Because taxes represent the biggest expense you have in your organization and personally. Minimizing your tax expense will free up capital to invest, hire and save. Knowing the tax breaks and incentives that you can use will help you defer the costs of bringing on great people and growing your business.

Both the 2017 Tax Reform bill and recent legislation like the Inflation Reduction Act include significant provisions that have a material impact on your business — and personal life too. But that’s just the beginning! You don’t need to be a financial expert to understand all the ins and outs of tax legislation. You just need to know the issues and questions to ask your accountant. That’s the objective of this presentation.

Join author, columnist and CPA Gene Marks for a fast paced, entertaining but very detailed discussion of how tax reform will affect you, your company and your employees.

During this lively presentation Gene will cover the following topics:

• The organizational structure that’s right for your business
• COVID stimulus tax breaks that are still applicable today
• New energy efficiency and vehicle tax credits to leverage in your business and personally
• Moves to lower taxes on your compensation
• Property and equipment investments that qualify for tax breaks
• Special employee related credits to help reduce the costs of compensation and benefit plans, including healthcare
• An update on tax rates, rules and strategies for your company’s retirement plans
• Tax considerations when exiting your business
• Key questions you should be asking your accountant

Managing cash flow continues to be one of the biggest issues small business owners face. Almost two thirds of small business owners are regularly stressed or have anxiety about cash flow concerns. In this economic downturn never has intelligent cash flow management been more important.

Join CPA, Author, and Columnist Gene Marks who will discuss some of the latest trends, technologies, best practices and strategies that smart business managers are implementing to manage their cash flow and build reserves to see them through to future growth.

• Technologies and strategies to help you intelligently revisit and segment pricing, product lines and margins.
• The latest tactics for managing receivable payables and the most relevant financial metrics needed to navigate your business through a downturn.
• The newest and innovative cloud based technologies that are helping companies of all sizes increase productivity and profits.
• Financing options and opportunities available from governments, nonprofits, private organizations and other lenders.

The average age of the U.S. small business owner is about 53 years old, which means that many will be looking to transition from business owner to retirement in the years to come.

But what’s the best strategy for you? What are the considerations for passing your business down to family members? What options do you have for selling your company? How should you best prepare your company — and your finances — to best take advantage of today’s tax and business laws?

Join “The Succession Advisor” Columnist for Accounting Today and Certified Public Accountant Gene Marks for a fast paced, entertaining and informative discussion where you will better understand your best succession actions you should be taking that benefit yourself, your family and others connected to your business.

• How the 2017 tax reform will impact your business structuring and life insurance planning.
• The latest estate planning developments from the recent year that affect business owners like yourself.
• The key issues in transitioning a business to family members or key employees while providing for financial security.
• The most important retirement and estate tax considerations you should be taking into account to ensure that your income will be maximized for the years to come.

Currently a $1.5 trillion market, the cyber crime economy continues to grow. Is your business prepared with the security it needs to protect against a cyber attack? In 2023, the workforce is more virtual than ever, making cybersecurity a priority for every business.the years to come.

Join nationally recognized technology columnist for Forbes, best-selling author, and technology consultant Gene Marks for a fast paced, entertaining and data filled presentation where he will share with you advice, lessons and actions to position your company for security in the years to come.

During this lively presentation Gene will cover the following topics:

• A look at how cybersecurity has changed during the pandemic and why cyber attacks are increasingly on the rise.
• The biggest and latest threats in 2023 that business owners are facing in this new hybrid, virtual world such as ransomware, phishing/ SMiShing, Internet of Things, and reputation implications.
• How business owners can protect themselves, their business, and employees through training, security software, password management, multifactor authentication, backups, VPN, managed services providers, and operating system upgrades.
• The importance of employee training: The biggest cause of data breaches and malware attacks is employee error. And the biggest reason why so many employees are making errors is because they’re not satisfactorily trained.
• The new and latest software technologies that your business can begin implementing and investing in today to ensure security for your entire business for the future.
• Workspace collaboration tools to migrate and manage all your business data in one secure place and more.