About this event
Business owners tell us all the time that they feel like they’re getting taxed to death, which is why we place a focus on helping our clients identify deductions they may be missing out on.
To share even more on this topic, we are hosting a webinar on March 20th at 12:30pm ET: Tax Strategies for Business Owners
We’re partnering with two of our CPA referral partners to talk about some foundational items for all business owners as well as more advanced topics that could mean major tax savings for the right person.
Here’s a preview of a few of the topics we’ll cover:
- Compensation planning (qualified plans, paying family members, etc)
- Charitable giving strategies
- Section 179 & bonus depreciation
- And more!
We’ll also have a live Q&A at the end!
Can’t attend live? Register anyway, and we’ll send you the recording immediately after the event.
Hosted by
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Team member
Drew Allen, CFP®, CLU®, CEPA, ChFC®, RICP® Senior Wealth Advisor @ Instrumental WealthT
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Guest speaker
Brian Leidel, CPA, CFP®, PFS Shareholder @ Kerkering, Barberio & Co., CPAsG
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Guest speaker
Brennan Bates Founder @ Bates CPA | AdvisorsG
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Team member
David Silver, CFP®, CEPA® CEO/President @ Instrumental WealthT
Instrumental Wealth
Instrumental Wealth is a wealth management company that specializes in providing financial services for business owners and executives. Their advisors focus on creating financial harmony across all aspects of their clients' financial professional servi...
