Have you filed your taxes yet? The tax season officially started on January 29, 2024, when the Internal Revenue Service (IRS) started accepting and processing returns. Before you submit your 2023 tax return, however, there are some things you’ll need to think about first.
The first session in the symposium includes a conversation between Shelley Seifert and Susan DeGrassi, President and COO at Antis Roofing and Waterproofing, titled Leading a Family Business When It’s Not Your Family’s Business.
First Bank held its Inaugural Women in Family Business and Community Leadership Symposium in Newport Beach, CA. Debra Wanbaugh, Regional Manager for First Bank in Newport Beach, CA and Shelley Seifert, CEO of First Bank, gave introductory speeches for the event.
The First Bank Center for Family-Owned Businesses held the second part of their series on Using Culture to Accelerate Business Results. Dr. Allie Taylor with Orange Kiwi Consulting gave insight into strategies for creating intentional cultures despite unintentional, accidental, or hypothetical actions.
Join an exclusive webinar, hosted by the First Bank Center for Family-Owned Businesses, that dives into the shift in family business organizational culture that happens through intentional events, like succession, mergers, acquisitions, and leadership change as well as accidental events, like pandemics, death, divorce, and other outside factors that often create change. This is Part 1 of a two-part series.
Join Tom Crotty, Practice Leader of Sensiba San Filippo, a leading San Francisco Bay Area accounting and business consulting firm, as he unpacks the questions surrounding the family office, if your family needs a family office, how to choose a family office, if your Chief Financial Officer (CFO) should run your family office, and more.
On this episode of Ed Hart's From the Hart Podcast, join Ed Hart (Director of First Bank’s Center for Family-Owned Businesses) and Michael Dierberg (Chairman of FB Corporation and First Bank) as they discuss First Bank’s longstanding history as a fourth-generation family business. Watch and listen as they dive deep into Michael Dierberg’s role, the exciting future of our 112-year-old business, and much more!