Plan smarter. Grow stronger. Secure what matters most.

This advanced workshop is designed for established business owners who want to take their tax and financial strategy to the next level. Led by a CPA and Wealth Manager, you'll get practical tools to reduce your tax burden, improve cash flow, protect your business, and plan for the future.

Whether you're growing, planning to exit, or want to build long-term wealth, this session will show you how to do it the smart way.  

What You’ll Learn:

• Stay Compliant and Avoid Costly Mistakes: Learn what the IRS and your state require, avoid common tax errors, and stay ahead of deadlines.

• Maximize Tax Deductions and Plan Smart: Find out which deductions matter most and when to consider changing your business structure for tax savings.

• Pay Yourself the Right Way: Discover tax-smart ways to take income from your business and grow personal wealth.

• Use Retirement Plans to Save More and Pay Less in Taxes: Explore SEP IRAs, Solo 401(k)s, and other options that benefit both you and your business.

• Offer Employee Benefits That Boost Retention: Learn how to create affordable benefits that help you keep great employees.

• Protect Your Business and Personal Assets: Get strategies to manage risk, avoid legal issues, and keep your finances safe.

• Plan for Succession or Exit: Start thinking ahead—how to prepare your business to sell, pass on, or step away smoothly.

• Build Wealth Through Your Business: Use your business to grow long-term, tax-efficient wealth and create a financial legacy.

 

AGENDA:

10:00 – 10:10 AM – Welcome & Introductions

10:10 – 10:40 AM – Wealth Manager’s Presentation

10:40 – 10:55 AM – Q&A

10:55 – 11:00 AM – 5-Minute Break

11:00 – 11:30 AM – CPA’s Presentation

11:30 – 11:45 AM – Q&A

11:45 AM – 12:00 PM – Closing Remarks, Survey & Next Steps

 

You will walk away with clear strategies to stay compliant, maximize deductions, and pay yourself smarter. You’ll learn how to choose the best retirement plans, offer employee benefits, protect your assets, and plan your business exit.

Most importantly, you’ll start asking the right questions to make confident financial decisions and build lasting wealth.

Ready to take your business to the next level? Sign up now and get expert strategies to grow and protect your wealth.

Please note that registration ends 48 hrs before the event starts to be able to assist you better.

   

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Reasonable accommodations for persons with disabilities and language assistance services are available for limited English proficient individuals. Please notify Monica Le Baron at mlebaron@wesst.org when you register for the class, or no later than 24 hours prior to your class, so that WESST can make sure necessary accommodations are available. All programs and services are provided to the public on a nondiscriminatory basis.

The Women's Business Center is funded in part by the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA.