TZL 1367 (web)

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FREE LEARNING SESSIONS THIS WEEK (WEEK SEVEN) Symposium & ™ VIRTUAL EXPERIENCE LEARNING SESSION

November 9th. This session will serve as an overview of current rules and legislation governing the Federal Re- search and Development (R&D) tax credit, how it applies to the A\E\C industries. Learn 4 common mistakes business leaders, and their trusted financial advisors, make when evaluating the merits and alignment of this incentive with- in the design industry! If you are curious to find other avenues of reducing over- head rates (specifically direct labor expenses), increasing cash flow, increasing profit-To- Earnings Ratios, permanent tax savings, reduction in effective tax rates, and an alterna- tive source of cash to fund growth in technical-based jobs, this will be the most valuable session of our Summit experi- ence this week. Watch this session for free.

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FULL WEEKLY SCHEDULE

LEARNING SESSION

November 10th. An ESOP, or employee stock ownership plan, provides a tax-advantaged solution that can meet a company’s needs in a variety of situations. ESOPs can be used to generate shareholder liquidity, create a market for the shares of a close- ly held company, increase employees’ productivity by making them beneficial owners, and support a tax-advantageous exit strategy for departing shareholder(s). Ed Renenger, President and CEO of SES ESOP Strategies, will provide an introduction to ESOPs and review the benefits, risks and process involved in establishing employee ownership in your firm. Watch this session for free.

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THANK YOU TO OUR SPONSORS

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QUESTIONS? For group discounts or if you have any questions, contact Olivia Thomas at 479-713-0429, othomas@zweiggroup.com or visit zweiggroup.com.

Everything we do is in pursuit of elevating the AEC industry, bringing awareness of the incredible impact that engineers, architects, environmental professionals, surveyors, planners, landscape architects and related professional service providers have on the world. Empowering organiza- tions with the resources they need to perform better, grow and add jobs, pay better wages and to expand their impact on the community, Zweig Group exists to advance the profession.

THE ZWEIG LETTER NOVEMBER 9, 2020, ISSUE 1367

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