Ed Pratesi, the Managing Director of Valuation & Transition Strategies, LLC. helps business owners and their advisors achieve a stress-free process to learn the value of their business, how to increase its value, and the development & execution of a transition strategy or strategies.

Enhanced expense deduction capability - be careful how you execute - too much of a good thing can leave you cash poor and a tax liability
QSBS - liberalizing the rules allows C
corporation business owners to potentially shield 100% of their capital gains on sale.
- This present gifting scenarios to sort of spread the wealth - couple the prospect of valuation discounts and you have a winner
With the gift tax exemption rises to $15M
under the Bill - family wealth planning with SLAT's and other vehicles are enhanced with valuation discounts. Eepratesi@gmail.com

JOHN SALEMI. John Salemi: OFFICE MANAGING PARTNER, UHY FARMINGTON CT; has thirty years of professional experience, with a specialization in tax issues and management consulting. John can draw upon his practical financial background in addressing the many managerial problems confronting business owners in today's complex economic and regulatory environment. Jsalemi@uhy-us.com

R&D Credits / Depreciation changes / Interest deductions - Section 163(j)

TOM PERRONE Founder and President of New England Consulting Group of Guilford, Inc. Estate and Business planning, and Executive Compensation. tperrone@necgginc.com
•Grantor Trust
•Non-Grantor Trust (SALT)
•Decanting OF Trusts for IDIT – SWIPE PROPERTY
•Cash Flow and Executive Benefits

Navigating the VUCA World — Building Strong Organizations Through People and Culture

In this episode, we explore how today’s employers can thrive in a VUCA environment — one defined by Volatility, Uncertainty, Complexity, and Ambiguity. Our conversation dives deep into how organizations can adapt their performance management, leadership development, and total rewards strategies to attract, grow, and retain top talent amid constant change.

Ken Somers and Marc Knoll cover VUCA

Key Topics Covered:
• Understanding VUCA: What does it mean for today’s business leaders and workforce.

• • Performance Management in Turbulent Times: How to use feedback, accountability, and coaching to drive engagement and retention.
• • Preparing for Leadership Transitions: Steps organizations can take now to ensure continuity and resilience.
• • Using Coaching Effectively: When and how to apply coaching interventions to support struggling leaders and accelerate growth.
• • Total Rewards Reimagined: How compensation, benefits, and culture work together to motivate employees in a shifting labor market.
• • Culture Alignment: Ensuring that Total Rewards and performance management align with an organization’s values and strategic goals.
• • Talent Trends in a Volatile Market: Emerging job disciplines, the growing talent scarcity, and innovative retention strategies.

Takeaway:
In a VUCA world, success comes from flexibility, transparency, and a people-first approach. By aligning leadership, culture, and rewards, organizations can turn uncertainty into a strategic advantage.
Ken Somers
https://somershrsolutions.com/

Ken’s Books
Transforming Performance Management
A Manager's Guild To Leading Effective One On One's
Marc Knoll
https://comp360totalrewards.com/

Creating Success Through Talent and A Culture Oriented Business!

Meet Mike Perlow, founder and President of Perlow Productions, a leading corporate video production, animation, and livestream service.

Mike shares with us the inside of his operation and the success of it.

We dove deep into the “Why” of his business, to the relationship with his employees and clients.

Mike gets it as an employer, as to what matters when building a business and creating the culture of his business.

This podcast has a lot of “knowledge nuggets” from a veteran business owner, and worth spending time learning from Mike Perlow.

Mike Perlow
Perlow Productions
856.669.1669
1 Eves Drive, Marlton, NJ
08053
mike@perlowproductions.com
https://perlowproductions.com/company/