Small Business Financial Workshop/Lunch & Learn

Does your CPA ever tell you to find some deductions at the end of the year?

Did you know you can pay your future self and write it off?

Learn how to use a retirement plan for leveraging a tax write off for the business. Learn the differences between SEP, Simple, 401K, and 403B plans. Learn what kind of business benefits from each, depending on the structure. You can offer the popular 401K employee benefit to increase employee retention and gain a recruiting advantage.

Have you heard of the concept of being your own bank? Learn about using cash value life insurance for the business to fund expansion, purchase higher ticket business equipment, act as a bonus for key employees, or even fund the sale of the business to family or staff. A cash value life insurance plan is also a great way to pass on wealth, without taxes, to your beneficiaries.