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Canceled: GEAR UP’s Helping Business Clients Through Difficult Times

8-18-23: THIS SEMINAR HAS BEEN CANCELED.

Seminar Overview

The pandemic brought many unexpected challenges for small businesses, and now those who survived are still struggling to recover. GEAR UP’s Rick Oelerich and Tim Sundstrom provide an in depth 8 hour seminar that focuses on the financial management issues facing small business from financial statement analysis to developing and executing meaningful business plans. Attendees will learn about diverse business financing options, debt restructuring, leasing vs. purchasing analysis, how to cancel debt, protecting owners from creditor claims, and debt restructuring. It is supplemented with several case studies that reinforce concepts and management techniques you can use. This is the perfect seminar to help you implement, assess and grow your small business management services.

Meet Your Presenter:

This session is presented by GEAR UP’s Rick Oelerich and Tim Sundstrom. The course includes important reference aids to insure your mastery of the information and confidence in using it to service your clients.

CPE Credits: 8 CPEs in Taxation

Seminar Fees:

Active Member: $170
Associate Member: $170
Education Member: $170 (when $50 out-of-state membership is paid)
Member Employee: $197 (includes associate membership)
Non-Member: $220

REGISTER HERE: Canceled

NOTE: To register 4 or more people from your firm, call MTAP at 517-641-7505. Please have each individual’s name, email address, and PTIN (if applicable) on hand before calling.

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September 19

GEAR UP Preparation of Forms 1041, 706 & 709

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October 24

GEAR UP’s Post-Pandemic Retirement Issues Seminar