Business Growth Seminars

Business Growth Seminars

First Beacon hosts an on-demand seminar series that covers topics important to the success of a small business. Let us know if you would like to host a seminar series for your organization.

Location: Your facility or at Intrepid Advisors; 290 Donald Lynch Blvd., Suite 302; Marlborough, MA  01752.

Our topics include:

  • Getting Found in a Crowded Market
  • The Increasing Risks of Offering a 401k Plan
  • Top Cyber Security Threats Facing Small Businesses
  • R&D Tax Credit - A Strategic Tax Advantage

The Increasing Risks of Offering a 401k Plan to your Employees

Bob Gustafson

President Obama took a shot across the bow of Wall Street by suggesting that big brokerage houses and insurance companies be held to the Fiduciary Standard when it comes to dealing with 401k and other types of retirement plans.

The fiduciary standard means that the highest priority for the advisor or broker is to recommend investments in their client’s best interests, not their own. But as the plan sponsor, do you know what your responsibilities are?

During this presentation, we will discuss:

  • What the fiduciary standard is and how it applies to plan sponsors
  • What your responsibilities are as a 401k plan sponsor
  • How you can avoid the risks of administering your 401k plan and being audited by the Department of Labor.

Get the facts on what it takes to properly administer a 401k plan that attracts and retains talented employees.

Getting Found in a Crowded Market

Debra Murphy

Using Inbound Marketing to Increase Visibility and Generate Inbound Leads

If your business is not visible online, does it really exist? However, the simple truth is if your business does not have a highly visible web presence, you don’t exist to those searching and you will lose out on many opportunities. No longer can you avoid creating a web presence that attracts your ideal client.

During this presentation, we will discuss:

  • Why it is important to create a highly visible web presence
  • How to establish your online visibility
  • What activities make sense for your business and which do not
  • What tools are available to help you manage your visibility without becoming overwhelming

Get practical advice on how to create a highly visible online presence, drive visitors to your website and generate quality leads that convert into customers.

R&D Tax Credit - A Strategic Tax Advantage

Steve Powers

The Federal Credit for Increasing Research Activities (“The R&D Tax Credit”) offers significant tax savings and increased cash flow for manufacturing and technology-based companies engaged in the development of new or improved products, fabrication processes, new technologies or software.

During this presentation, we will discuss::

  • What is the Research Tax Credit and how this valuable credit can help manufacturing and technology businesses reduce their federal and state tax burdens
  • Which business activities qualify for the credit
  • How the credit is calculated
  • What expenditures are allowed in the computation
  • What documentation is required to support the credit calculation

You will also learn how the credit is applied to corporate returns as well as to “flow through” entities such as S-corporations and LLCs.

The R&D tax credit provides more than $10 billion of tax savings to U.S. businesses annually, although it is vastly underutilized particularly by small and medium-size companies. Find out if your business or your client’s business would qualify for the Research Tax Credit.

Cyber Security: Risks and Remedies

Gregory Panagiotou

Small businesses are not immune to cyber threats and, in fact, are more likely to be targets because they typically cannot match the sophisticated technologies and comprehensive processes deployed at the larger companies. If you think your company isn’t a subject of hacking and attack, think again.

During this presentation, we will discuss:

  • The major threats that can affect the security of your important corporate data
  • How to identify these threats and educate your employees on how to avoid them
  • What you can do to alleviate the risk
  • What are the benefits and challenges of cyber liability insurance

Don’t let your business be one of the statistics. Understand your role, the role of your employees and IT department, your insurance options, and how to put the proper processes in place to mitigate your risk.

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