Please join us for a free educational event about business planning. Learn about a Three Step Strategy for you to design and implement a plan for your business!
Topics To Be Discussed
Key issues to consider when setting up a business individually or with partners
Common state filing requirements
Internal business records
Audit checklist for existing businesses to determine if you are set up correctly
Protection from both Inside and Outside Liabilities
Tax treatment elections
Long term tax planning– not just “this year’s income taxes”
Maintain business formalities
Document major business decisions
Transfer opportunity, control, and capital to your successors
Preserve income tax deductions
Protect “step up” in basis for the next generation
Plan for your retirement
Bookings for this event have closed. Please click on 'View All Upcoming Events' for the next available session.