Instrumental Wealth invites you to their event

Tax-Smart Compensation Planning for Business Owners

About this event

Business owners face complex tax challenges when determining their compensation structure. The decisions you make can significantly impact your tax situation and financial future.

To provide actionable insights on this critical topic, we're hosting a webinar on April 3rd at 12:30pm ET: Tax-Smart Compensation Planning for Business Owners

We're partnering with one of our CPA referral partners to explore effective compensation strategies that can help minimize tax burdens. This webinar will focus on practical approaches to structuring your compensation in a tax-efficient manner.

Here's a preview of what we'll cover:

  • K-1 vs W-2 compensation strategies - Understanding the considerations between salary and distributions
  • Family compensation planning - Approaches to putting family members on payroll with proper documentation
  • Qualified retirement plan design - How retirement plans can fit into your overall compensation strategy
  • Defined benefit pension plans - Considerations for higher-income business owners
  • Charitable giving considerations - Understanding deduction limitations and planning for income spike years

We'll also have a live Q&A session at the end to address your specific questions!

Can't attend live? Register anyway, and we'll send you the recording immediately after the event.

Hosted by

  • Guest speaker
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    Brian Leidel, CPA, CFP®, PFS Shareholder @ Kerkering, Barberio & Co., CPAs

  • Team member
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    Drew Allen, CFP®, CLU®, CEPA, ChFC®, RICP® Senior Wealth Advisor @ Instrumental Wealth

  • Team member
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    David Silver, CFP®, CEPA® CEO/President @ Instrumental Wealth

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...