Agenda ⇽ 2024 HABU Accelerator Conference | HABU Accelerator on Glue Up

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Monday, July 29, 2024 1:00^PM to 6:30^PM: 1:00^PM - 2:00^PM
Attendee Check-in / Registration
Registration Desk (2nd Floor Foyer); 2:00^PM - 3:40^PM
Session 1
Welcome | A. Garner, The Growth Partnership

Improv(e)ing Agility: Reigniting Communication and Leadership for an Adaptive Firm | J. Colby

Awakening opportunities to maximize tax credits | W. Kirshenbaum, Cherrytree Group; 3:40^PM - 4:00^PM
Networking Break
Exhibit Hall (Legacy A-B); 4:00^PM - 5:00^PM
Session 2
Activating the 1031 Exchange to Mitigate Tax Liabilities | V. Nelson + B. Williams, Arno Wealth

Using Real Estate as a Tax-Advantaged Alternative Investment Strategy | K. Francetic, Realty Investor Capital

End of Day/Closing Statements | A. Garner, The Growth Partnership; 5:00^PM - 6:30^PM
Cocktail Reception
Exhibit Hall (Legacy A-B) & 2nd Floor Foyer

Tuesday, July 30, 2024 7:30^AM to 8:30^PM: 7:30^AM - 8:30^AM
Attendee Check-in / Breakfast
Registration Desk (2nd Floor Foyer)

Exhibit Hall (Legacy A-B); 8:30^AM - 10:00^AM
Session 3
Day 1 Recap | A. Garner, The Growth Partnership

Uncovering the Power of Conservation Easements | M. Pak, InVia Capital

Reimagining the Tax Advantages of Patents | A. Hein, Patent Veritas, LLC

Capitalizing on WOTC and BOI Options for Clients | P. Calhoun, Rockerbox; 10:00^AM - 10:40^AM
Networking Break
Exhibit Hall (Legacy A-B); 10:40^AM - 12:00^PM
Session 4
Exploring Ai to Lead Business Owners Through a Successful Business Exit | D. Deru, Orkid

Unlocking Cash Flow Solutions: Building a Profitable and Secure Business Foundation | J. Vaughn, Guardian Chamber

Optimizing Gift Trust – Solution for Pre-2026 Sunset Estate Tax Planning | J. Morrison, Frazer Ryan Goldberg & Arnold

Igniting Tax Savings Through Future Charitable Giving | B. Gornto, iCLAT Solutions, LLC; 12:00^PM - 1:10^PM
Lunch
Exhibit Hall (Legacy A-B); 1:10^PM - 2:30^PM
Session 5
Understanding IC-DISC - the What, How and Who | D. Spray, Export Advisors, Inc

Exploring Tax Updates: Cost Segregation, 179D, 45L, and R&D Tax Credits | H. Henderson, Engineered Tax Services

Investing in Solar Installations | J. Thro, CKR

Navigating the Corporate Transparency Act: Compliance, Challenges, and Innovative Solutions | J. Feilen, FinCEN Advisors; 2:30^PM - 3:10^PM
Networking Break
Exhibit Hall (Legacy A-B); 3:10^PM - 4:35^PM
Session 6
Reimagining Premium Financed Life Insurance as an Estate Strategy | N. Burgess, The Burgess Group

Rethinking Cybersecurity in 2024 | S. Long, viLogics

Exploring the Tax and Lifestyle Advantages of Charter Aviation | Q. Ricker & B. Peters, Jet Access

End of Day/Closing Statements | A. Garner, The Growth Partnership; 5:30^PM - 8:30^PM
Strategic Partner Hosted Dinners

Wednesday, July 31, 2024 7:30^AM to 12:15^PM: 7:30^AM - 8:30^AM
Attendee Check-in / Breakfast
Registration Desk (2nd Floor Foyer)

Exhibit Hall (Legacy AB); 8:30^AM - 9:40^AM
Session 7
Day 2 Recap | A. Garner, The Growth Partnership

Reconceptualizing Talent Acquisition in the Accounting Profession Today | J. Lee, TOA Global

Exploring Employee Stock Ownership Planning | S. Ferrara, Morgan Stanley; 9:40^AM - 9:50^AM
Break
Exhibity Hall (Legacy A-B); 9:50^AM - 11:10^AM
Session 8
Facilitated Break-out Sessions (Legacy A-B, Legacy C-E, Seoul Boardroom, Shanghai Boardroom); 11:10^AM - 11:20^AM
Break
Exhibit Hall (Legacy A-B); 11:20^AM - 12:15^PM
Session 9
Breaking the Accountability Code to Maximize Results | A. Garner, The Growth Partnership

End of Day/Closing Statements | A. Garner, The Growth Partnership

Agenda

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